Lump Sum10 years ago
$10,000 invested once
$29,665+$19,665 · +196.65%
Total invested$10,000
Annualised (CAGR)+11.53%
Max drawdown-37.08%
SIP · Monthly122 contributions
$100 every month
$19,413+$7,213 · +59.12%
Total invested$12,200
Money-weighted (XIRR)+9.05%
Max drawdown-32.35%
SIP · Biweekly261 contributions
$100 every two weeks
$41,460+$15,360 · +58.85%
Total invested$26,100
Money-weighted (XIRR)+9.04%
Max drawdown-32.68%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$49,078after your settings in GRT-UN.TO
Profit
+$26,878+121.07% on money in
Annualised return
+10.80%Money-weighted (XIRR)
Deepest dip
-35.26%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.07% | -12.46% | -5.30% | +10.21% | +14.56% p.a. | +0.77% p.a. | +11.53% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.73% | +15.87% | +17.24% | +25.14% | +24.40% | +40.16% | -31.89% | +15.18% | -2.72% | +21.53% | +6.08% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,376 | +$176 | +1.72% |
| 2017 | $11,500 | $13,371 | +$1,871 | +16.27% |
| 2018 | $12,700 | $16,959 | +$4,259 | +33.53% |
| 2019 | $13,900 | $22,496 | +$8,596 | +61.84% |
| 2020 | $15,100 | $29,354 | +$14,254 | +94.40% |
| 2021 | $16,300 | $42,659 | +$26,359 | +161.71% |
| 2022 | $17,500 | $30,088 | +$12,588 | +71.93% |
| 2023 | $18,800 | $35,972 | +$17,172 | +91.34% |
| 2024 | $20,000 | $36,179 | +$16,179 | +80.89% |
| 2025 | $21,200 | $45,365 | +$24,165 | +113.99% |
| 2026 (YTD) | $22,200 | $49,078 | +$26,878 | +121.07% |
Best 12-month stretch
+60.16%Mar 2020 → Mar 2021
Worst 12-month stretch
-31.89%Dec 2021 → Dec 2022
Deepest drawdown
-37.08%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,853on $10,000, trailing 10 years