Lump Sum10 years ago
$10,000 invested once
$28,098+$18,098 · +180.98%
Total invested$10,000
Annualised (CAGR)+10.92%
Max drawdown-81.01%
SIP · Monthly122 contributions
$100 every month
$31,527+$19,327 · +158.42%
Total invested$12,200
Money-weighted (XIRR)+18.18%
Max drawdown-61.95%
SIP · Biweekly261 contributions
$100 every two weeks
$67,438+$41,338 · +158.38%
Total invested$26,100
Money-weighted (XIRR)+18.23%
Max drawdown-63.49%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$59,625after your settings in FRU.TO
Profit
+$37,425+168.58% on money in
Annualised return
+13.44%Money-weighted (XIRR)
Deepest dip
-74.89%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+5.62% | +5.84% | +5.12% | +35.26% | +14.99% p.a. | +16.43% p.a. | +10.92% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +17.93% | +3.37% | -35.26% | -6.53% | -24.60% | +135.56% | +45.15% | -6.86% | +3.74% | +25.87% | +21.49% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,009 | +$1,809 | +17.73% |
| 2017 | $11,500 | $13,759 | +$2,259 | +19.64% |
| 2018 | $12,700 | $9,861 | -$2,839 | -22.35% |
| 2019 | $13,900 | $10,393 | -$3,507 | -25.23% |
| 2020 | $15,100 | $9,392 | -$5,708 | -37.80% |
| 2021 | $16,300 | $23,785 | +$7,485 | +45.92% |
| 2022 | $17,500 | $35,875 | +$18,375 | +105.00% |
| 2023 | $18,800 | $34,683 | +$15,883 | +84.49% |
| 2024 | $20,000 | $37,155 | +$17,155 | +85.77% |
| 2025 | $21,200 | $48,204 | +$27,004 | +127.38% |
| 2026 (YTD) | $22,200 | $59,625 | +$37,425 | +168.58% |
Best 12-month stretch
+239.34%Nov 2020 → Nov 2021
Worst 12-month stretch
-66.59%Mar 2019 → Mar 2020
Deepest drawdown
-81.01%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,398on $10,000, trailing 10 years