Lump Sum10 years ago
$10,000 invested once
$4,904-$5,096 · -50.96%
Total invested$10,000
Annualised (CAGR)-7.15%
Max drawdown-88.69%
SIP · Monthly117 contributions
$100 every month
$5,305-$6,395 · -54.66%
Total invested$11,700
Money-weighted (XIRR)+60695746012.61%
Max drawdown-65.09%
SIP · Biweekly251 contributions
$100 every two weeks
$11,386-$13,714 · -54.64%
Total invested$25,100
Money-weighted (XIRR)+705007719544.64%
Max drawdown-64.53%
Playground
How you invest
Growth of your contributions
You invest
$21,700
It would be worth
$10,209after your settings in GOOS.TO
Profit
-$11,491-52.95% on money in
Annualised return
NaN%Money-weighted (XIRR)
Deepest dip
-81.51%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+4.93% | -10.05% | -29.50% | -40.35% | -10.45% p.a. | -24.55% p.a. | — |
Calendar-year returns
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|
| +72.65% | +50.79% | -22.11% | -18.87% | +23.89% | -48.63% | -34.63% | -8.07% | +28.33% | -39.26% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2017 | $11,000 | $18,821 | +$7,821 | +71.10% |
| 2018 | $12,200 | $29,625 | +$17,425 | +142.83% |
| 2019 | $13,500 | $24,155 | +$10,655 | +78.93% |
| 2020 | $14,700 | $20,908 | +$6,208 | +42.23% |
| 2021 | $15,900 | $27,015 | +$11,115 | +69.90% |
| 2022 | $17,100 | $14,949 | -$2,151 | -12.58% |
| 2023 | $18,300 | $10,652 | -$7,648 | -41.79% |
| 2024 | $19,500 | $10,920 | -$8,580 | -44.00% |
| 2025 | $20,800 | $15,575 | -$5,225 | -25.12% |
| 2026 (YTD) | $21,700 | $10,209 | -$11,491 | -52.95% |
Best 12-month stretch
+251.84%Aug 2017 → Aug 2018
Worst 12-month stretch
-67.15%Mar 2019 → Mar 2020
Deepest drawdown
-88.69%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