Lump Sum10 years ago
$10,000 invested once
$15,566+$5,566 · +55.66%
Total invested$10,000
Annualised (CAGR)+4.54%
Max drawdown-68.80%
SIP · Monthly122 contributions
$100 every month
$16,719+$4,519 · +37.04%
Total invested$12,200
Money-weighted (XIRR)+6.18%
Max drawdown-54.80%
SIP · Biweekly261 contributions
$100 every two weeks
$35,935+$9,835 · +37.68%
Total invested$26,100
Money-weighted (XIRR)+6.29%
Max drawdown-54.14%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$32,285after your settings in FIH-U.TO
Profit
+$10,085+45.43% on money in
Annualised return
+5.12%Money-weighted (XIRR)
Deepest dip
-61.26%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+6.76% | -1.89% | -1.79% | +4.85% | +14.05% p.a. | +6.93% p.a. | +4.54% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.94% | +29.87% | -12.47% | -1.75% | -25.58% | +31.35% | -2.62% | +23.78% | +5.86% | +5.72% | +6.70% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,102 | -$98 | -0.96% |
| 2017 | $11,500 | $14,452 | +$2,952 | +25.67% |
| 2018 | $12,700 | $13,669 | +$969 | +7.63% |
| 2019 | $13,900 | $14,648 | +$748 | +5.38% |
| 2020 | $15,100 | $12,243 | -$2,857 | -18.92% |
| 2021 | $16,300 | $17,261 | +$961 | +5.90% |
| 2022 | $17,500 | $18,107 | +$607 | +3.47% |
| 2023 | $18,800 | $23,897 | +$5,097 | +27.11% |
| 2024 | $20,000 | $26,610 | +$6,610 | +33.05% |
| 2025 | $21,200 | $29,294 | +$8,094 | +38.18% |
| 2026 (YTD) | $22,200 | $32,285 | +$10,085 | +45.43% |
Best 12-month stretch
+113.20%Mar 2020 → Mar 2021
Worst 12-month stretch
-58.06%Apr 2019 → Mar 2020
Deepest drawdown
-68.80%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