Lump Sum10 years ago
$10,000 invested once
$20,815+$10,815 · +108.15%
Total invested$10,000
Annualised (CAGR)+7.63%
Max drawdown-71.27%
SIP · Monthly122 contributions
$100 every month
$18,032+$5,832 · +47.80%
Total invested$12,200
Money-weighted (XIRR)+7.64%
Max drawdown-63.39%
SIP · Biweekly261 contributions
$100 every two weeks
$38,502+$12,402 · +47.52%
Total invested$26,100
Money-weighted (XIRR)+7.62%
Max drawdown-64.04%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$38,846after your settings in GIL.TO
Profit
+$16,646+74.98% on money in
Annualised return
+7.63%Money-weighted (XIRR)
Deepest dip
-69.49%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.26% | -19.23% | -28.56% | -31.84% | +16.67% p.a. | +6.66% p.a. | +7.63% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.57% | +20.30% | +5.18% | -3.66% | -7.20% | +52.52% | -29.33% | +21.04% | +57.88% | +29.74% | -33.53% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,554 | +$354 | +3.47% |
| 2017 | $11,500 | $14,117 | +$2,617 | +22.76% |
| 2018 | $12,700 | $16,171 | +$3,471 | +27.33% |
| 2019 | $13,900 | $16,632 | +$2,732 | +19.65% |
| 2020 | $15,100 | $17,152 | +$2,052 | +13.59% |
| 2021 | $16,300 | $27,662 | +$11,362 | +69.71% |
| 2022 | $17,500 | $20,625 | +$3,125 | +17.86% |
| 2023 | $18,800 | $26,337 | +$7,537 | +40.09% |
| 2024 | $20,000 | $43,064 | +$23,064 | +115.32% |
| 2025 | $21,200 | $57,312 | +$36,112 | +170.34% |
| 2026 (YTD) | $22,200 | $38,846 | +$16,646 | +74.98% |
Best 12-month stretch
+168.25%Mar 2020 → Mar 2021
Worst 12-month stretch
-69.40%Mar 2019 → Mar 2020
Deepest drawdown
-71.27%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,786on $10,000, trailing 10 years