Lump Sum10 years ago
$10,000 invested once
$692,500+$682,500 · +6825.00%
Total invested$10,000
Annualised (CAGR)+83.27%
Max drawdown-55.17%
SIP · Monthly86 contributions
$100 every month
$121,042+$112,442 · +1307.46%
Total invested$8,600
Money-weighted (XIRR)+78.22%
Max drawdown-44.55%
SIP · Biweekly183 contributions
$100 every two weeks
$262,107+$243,807 · +1332.28%
Total invested$18,300
Money-weighted (XIRR)+79.00%
Max drawdown-44.70%
Playground
How you invest
Growth of your contributions
You invest
$18,600
It would be worth
$813,542after your settings in GMIN.TO
Profit
+$794,942+4273.88% on money in
Annualised return
+82.55%Money-weighted (XIRR)
Deepest dip
-53.90%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-18.13% | -3.37% | -18.61% | +53.21% | +105.83% p.a. | +65.65% p.a. | — |
Calendar-year returns
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|
| +26.67% | +452.63% | -20.95% | -16.87% | +104.35% | +106.03% | +228.49% | +8.86% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2019 | $10,300 | $12,993 | +$2,693 | +26.15% |
| 2020 | $11,500 | $77,106 | +$65,606 | +570.49% |
| 2021 | $12,700 | $62,010 | +$49,310 | +388.27% |
| 2022 | $13,900 | $52,643 | +$38,743 | +278.73% |
| 2023 | $15,100 | $109,149 | +$94,049 | +622.84% |
| 2024 | $16,400 | $226,587 | +$210,187 | +1281.63% |
| 2025 | $17,600 | $746,531 | +$728,931 | +4141.65% |
| 2026 (YTD) | $18,600 | $813,542 | +$794,942 | +4273.88% |
Best 12-month stretch
+663.16%Jan 2020 → Jan 2021
Worst 12-month stretch
-48.28%Jan 2021 → Jan 2022
Deepest drawdown
-55.17%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