Lump Sum10 years ago
$10,000 invested once
$39,433+$29,433 · +294.33%
Total invested$10,000
Annualised (CAGR)+14.76%
Max drawdown-36.12%
SIP · Monthly122 contributions
$100 every month
$28,439+$16,239 · +133.11%
Total invested$12,200
Money-weighted (XIRR)+16.25%
Max drawdown-30.51%
SIP · Biweekly261 contributions
$100 every two weeks
$60,755+$34,655 · +132.78%
Total invested$26,100
Money-weighted (XIRR)+16.27%
Max drawdown-30.46%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$67,873after your settings in FNV.TO
Profit
+$45,673+205.73% on money in
Annualised return
+15.20%Money-weighted (XIRR)
Deepest dip
-34.53%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-12.14% | +5.87% | -2.88% | +21.33% | +20.13% p.a. | +13.79% p.a. | +14.76% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -10.76% | +26.35% | -6.02% | +46.32% | +19.96% | +10.56% | +6.49% | -19.65% | +21.94% | +63.22% | +12.59% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,122 | -$1,078 | -10.57% |
| 2017 | $11,500 | $12,930 | +$1,430 | +12.44% |
| 2018 | $12,700 | $13,405 | +$705 | +5.55% |
| 2019 | $13,900 | $21,068 | +$7,168 | +51.57% |
| 2020 | $15,100 | $26,381 | +$11,281 | +74.71% |
| 2021 | $16,300 | $30,386 | +$14,086 | +86.42% |
| 2022 | $17,500 | $33,611 | +$16,111 | +92.07% |
| 2023 | $18,800 | $28,058 | +$9,258 | +49.24% |
| 2024 | $20,000 | $35,509 | +$15,509 | +77.55% |
| 2025 | $21,200 | $59,412 | +$38,212 | +180.24% |
| 2026 (YTD) | $22,200 | $67,873 | +$45,673 | +205.73% |
Best 12-month stretch
+110.85%May 2019 → May 2020
Worst 12-month stretch
-25.71%Jan 2023 → Jan 2024
Deepest drawdown
-36.12%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,807on $10,000, trailing 10 years