Lump Sum10 years ago
$10,000 invested once
$52,667+$42,667 · +426.67%
Total invested$10,000
Annualised (CAGR)+18.14%
Max drawdown-82.86%
SIP · Monthly122 contributions
$100 every month
$51,962+$39,762 · +325.92%
Total invested$12,200
Money-weighted (XIRR)+27.47%
Max drawdown-81.65%
SIP · Biweekly261 contributions
$100 every two weeks
$110,973+$84,873 · +325.19%
Total invested$26,100
Money-weighted (XIRR)+27.51%
Max drawdown-81.59%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$104,628after your settings in FVL.TO
Profit
+$82,428+371.30% on money in
Annualised return
+21.14%Money-weighted (XIRR)
Deepest dip
-82.32%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-31.30% | -16.84% | -34.17% | -33.05% | +27.74% p.a. | +12.46% p.a. | +18.14% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -20.00% | -16.67% | -30.00% | 0.00% | +1028.57% | -50.63% | +17.95% | +13.04% | +51.92% | +92.41% | -48.03% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,230 | -$1,970 | -19.31% |
| 2017 | $11,500 | $7,919 | -$3,581 | -31.14% |
| 2018 | $12,700 | $6,581 | -$6,119 | -48.18% |
| 2019 | $13,900 | $7,940 | -$5,960 | -42.88% |
| 2020 | $15,100 | $95,500 | +$80,400 | +532.45% |
| 2021 | $16,300 | $47,922 | +$31,622 | +194.00% |
| 2022 | $17,500 | $57,725 | +$40,225 | +229.86% |
| 2023 | $18,800 | $66,741 | +$47,941 | +255.01% |
| 2024 | $20,000 | $103,087 | +$83,087 | +415.43% |
| 2025 | $21,200 | $199,981 | +$178,781 | +843.31% |
| 2026 (YTD) | $22,200 | $104,628 | +$82,428 | +371.30% |
Best 12-month stretch
+2816.67%Aug 2019 → Aug 2020
Worst 12-month stretch
-65.71%Aug 2020 → Aug 2021
Deepest drawdown
-82.86%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