Lump Sum10 years ago
$10,000 invested once
$44,000+$34,000 · +340.00%
Total invested$10,000
Annualised (CAGR)+19.16%
Max drawdown-90.17%
SIP · Monthly103 contributions
$100 every month
$14,463+$4,163 · +40.42%
Total invested$10,300
Money-weighted (XIRR)+7.85%
Max drawdown-82.75%
SIP · Biweekly221 contributions
$100 every two weeks
$31,192+$9,092 · +41.14%
Total invested$22,100
Money-weighted (XIRR)+8.02%
Max drawdown-82.67%
Playground
How you invest
Growth of your contributions
You invest
$20,300
It would be worth
$58,463after your settings in GENM.TO
Profit
+$38,163+188.00% on money in
Annualised return
+16.75%Money-weighted (XIRR)
Deepest dip
-89.16%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-24.14% | -25.42% | -32.31% | -16.98% | +19.24% p.a. | -7.81% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| 0.00% | +230.00% | +139.39% | +30.38% | -24.27% | -70.51% | -32.61% | +422.58% | -45.68% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $10,800 | $10,592 | -$208 | -1.93% |
| 2019 | $12,100 | $37,131 | +$25,031 | +206.87% |
| 2020 | $13,300 | $91,087 | +$77,787 | +584.86% |
| 2021 | $14,500 | $120,223 | +$105,723 | +729.12% |
| 2022 | $15,700 | $92,364 | +$76,664 | +488.31% |
| 2023 | $16,900 | $27,923 | +$11,023 | +65.22% |
| 2024 | $18,100 | $19,607 | +$1,507 | +8.33% |
| 2025 | $19,400 | $106,502 | +$87,102 | +448.98% |
| 2026 (YTD) | $20,300 | $58,463 | +$38,163 | +188.00% |
Best 12-month stretch
+613.04%Feb 2025 → Feb 2026
Worst 12-month stretch
-76.19%Dec 2022 → Dec 2023
Deepest drawdown
-90.17%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