Lump Sum10 years ago
$10,000 invested once
$7,595-$2,405 · -24.05%
Total invested$10,000
Annualised (CAGR)-2.72%
Max drawdown-89.52%
SIP · Monthly122 contributions
$100 every month
$28,293+$16,093 · +131.91%
Total invested$12,200
Money-weighted (XIRR)+16.16%
Max drawdown-53.25%
SIP · Biweekly261 contributions
$100 every two weeks
$60,612+$34,512 · +132.23%
Total invested$26,100
Money-weighted (XIRR)+16.23%
Max drawdown-52.97%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$35,888after your settings in FF.TO
Profit
+$13,688+61.66% on money in
Annualised return
+6.56%Money-weighted (XIRR)
Deepest dip
-73.24%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-28.57% | -3.23% | +30.43% | +96.72% | +66.79% p.a. | +14.92% p.a. | -2.72% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +8.86% | -27.91% | -36.29% | -34.18% | +53.85% | -25.00% | -33.33% | -32.50% | -11.11% | +316.67% | +20.00% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,101 | +$901 | +8.83% |
| 2017 | $11,500 | $9,199 | -$2,301 | -20.01% |
| 2018 | $12,700 | $7,110 | -$5,590 | -44.02% |
| 2019 | $13,900 | $5,822 | -$8,078 | -58.11% |
| 2020 | $15,100 | $10,479 | -$4,621 | -30.60% |
| 2021 | $16,300 | $8,863 | -$7,437 | -45.62% |
| 2022 | $17,500 | $6,917 | -$10,583 | -60.47% |
| 2023 | $18,800 | $5,750 | -$13,050 | -69.41% |
| 2024 | $20,000 | $6,223 | -$13,777 | -68.89% |
| 2025 | $21,200 | $29,048 | +$7,848 | +37.02% |
| 2026 (YTD) | $22,200 | $35,888 | +$13,688 | +61.66% |
Best 12-month stretch
+430.77%Jan 2025 → Jan 2026
Worst 12-month stretch
-64.41%Dec 2017 → Dec 2018
Deepest drawdown
-89.52%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years