Lump Sum10 years ago
$10,000 invested once
$42,045+$32,045 · +320.45%
Total invested$10,000
Annualised (CAGR)+15.50%
Max drawdown-49.52%
SIP · Monthly122 contributions
$100 every month
$27,222+$15,022 · +123.13%
Total invested$12,200
Money-weighted (XIRR)+15.44%
Max drawdown-48.00%
SIP · Biweekly261 contributions
$100 every two weeks
$58,235+$32,135 · +123.12%
Total invested$26,100
Money-weighted (XIRR)+15.48%
Max drawdown-48.38%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$69,267after your settings in GEI.TO
Profit
+$47,067+212.01% on money in
Annualised return
+15.47%Money-weighted (XIRR)
Deepest dip
-49.17%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+10.84% | +9.63% | +22.48% | +48.65% | +25.43% p.a. | +13.63% p.a. | +15.50% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +23.16% | +3.07% | +16.67% | +41.80% | -16.55% | +15.88% | +12.19% | -8.16% | +34.21% | +9.03% | +37.31% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,542 | +$2,342 | +22.96% |
| 2017 | $11,500 | $14,287 | +$2,787 | +24.23% |
| 2018 | $12,700 | $18,020 | +$5,320 | +41.89% |
| 2019 | $13,900 | $26,984 | +$13,084 | +94.13% |
| 2020 | $15,100 | $23,709 | +$8,609 | +57.01% |
| 2021 | $16,300 | $28,699 | +$12,399 | +76.07% |
| 2022 | $17,500 | $33,408 | +$15,908 | +90.90% |
| 2023 | $18,800 | $31,960 | +$13,160 | +70.00% |
| 2024 | $20,000 | $44,267 | +$24,267 | +121.33% |
| 2025 | $21,200 | $49,600 | +$28,400 | +133.96% |
| 2026 (YTD) | $22,200 | $69,267 | +$47,067 | +212.01% |
Best 12-month stretch
+64.72%Mar 2020 → Mar 2021
Worst 12-month stretch
-34.36%Mar 2019 → Mar 2020
Deepest drawdown
-49.52%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$9,439on $10,000, trailing 10 years