Lump Sum10 years ago
$10,000 invested once
$42,718+$32,718 · +327.18%
Total invested$10,000
Annualised (CAGR)+15.69%
Max drawdown-53.14%
SIP · Monthly122 contributions
$100 every month
$43,225+$31,025 · +254.30%
Total invested$12,200
Money-weighted (XIRR)+24.05%
Max drawdown-40.74%
SIP · Biweekly261 contributions
$100 every two weeks
$92,992+$66,892 · +256.29%
Total invested$26,100
Money-weighted (XIRR)+24.22%
Max drawdown-40.04%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$85,942after your settings in FFH.TO
Profit
+$63,742+287.13% on money in
Annualised return
+18.42%Money-weighted (XIRR)
Deepest dip
-43.50%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+10.81% | +6.20% | +1.79% | +7.61% | +31.75% p.a. | +39.70% p.a. | +15.69% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -6.35% | +5.45% | -9.30% | +5.24% | -27.79% | +47.29% | +31.51% | +54.96% | +65.92% | +31.98% | -4.51% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,565 | -$635 | -6.22% |
| 2017 | $11,500 | $11,472 | -$28 | -0.24% |
| 2018 | $12,700 | $11,473 | -$1,227 | -9.66% |
| 2019 | $13,900 | $13,283 | -$617 | -4.44% |
| 2020 | $15,100 | $10,809 | -$4,291 | -28.42% |
| 2021 | $16,300 | $17,302 | +$1,002 | +6.15% |
| 2022 | $17,500 | $24,195 | +$6,695 | +38.26% |
| 2023 | $18,800 | $39,066 | +$20,266 | +107.80% |
| 2024 | $20,000 | $66,314 | +$46,314 | +231.57% |
| 2025 | $21,200 | $88,893 | +$67,693 | +319.31% |
| 2026 (YTD) | $22,200 | $85,942 | +$63,742 | +287.13% |
Best 12-month stretch
+87.52%Sep 2022 → Sep 2023
Worst 12-month stretch
-42.39%Apr 2019 → Apr 2020
Deepest drawdown
-53.14%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,211on $10,000, trailing 10 years