Lump Sum10 years ago
$10,000 invested once
$13,516+$3,516 · +35.16%
Total invested$10,000
Annualised (CAGR)+3.07%
Max drawdown-73.59%
SIP · Monthly122 contributions
$100 every month
$26,525+$14,325 · +117.42%
Total invested$12,200
Money-weighted (XIRR)+14.95%
Max drawdown-62.01%
SIP · Biweekly261 contributions
$100 every two weeks
$56,869+$30,769 · +117.89%
Total invested$26,100
Money-weighted (XIRR)+15.03%
Max drawdown-61.95%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$40,041after your settings in FVI.TO
Profit
+$17,841+80.36% on money in
Annualised return
+8.04%Money-weighted (XIRR)
Deepest dip
-68.22%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-22.46% | +6.20% | -8.35% | +12.34% | +47.59% p.a. | +16.50% p.a. | +3.07% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -20.11% | -13.57% | -22.71% | +3.35% | +99.62% | -52.77% | +3.04% | +0.20% | +27.65% | +101.08% | -1.91% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,171 | -$2,029 | -19.89% |
| 2017 | $11,500 | $8,421 | -$3,079 | -26.77% |
| 2018 | $12,700 | $7,533 | -$5,167 | -40.68% |
| 2019 | $13,900 | $9,227 | -$4,673 | -33.62% |
| 2020 | $15,100 | $20,527 | +$5,427 | +35.94% |
| 2021 | $16,300 | $10,601 | -$5,699 | -34.96% |
| 2022 | $17,500 | $12,376 | -$5,124 | -29.28% |
| 2023 | $18,800 | $13,832 | -$4,968 | -26.42% |
| 2024 | $20,000 | $18,974 | -$1,026 | -5.13% |
| 2025 | $21,200 | $39,883 | +$18,683 | +88.13% |
| 2026 (YTD) | $22,200 | $40,041 | +$17,841 | +80.36% |
Best 12-month stretch
+248.25%Mar 2020 → Mar 2021
Worst 12-month stretch
-58.47%Jan 2021 → Jan 2022
Deepest drawdown
-73.59%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