Lump Sum10 years ago
$10,000 invested once
$31,725+$21,725 · +217.25%
Total invested$10,000
Annualised (CAGR)+12.28%
Max drawdown-18.90%
SIP · Monthly122 contributions
$100 every month
$26,405+$14,205 · +116.43%
Total invested$12,200
Money-weighted (XIRR)+14.86%
Max drawdown-16.83%
SIP · Biweekly261 contributions
$100 every two weeks
$56,512+$30,412 · +116.52%
Total invested$26,100
Money-weighted (XIRR)+14.91%
Max drawdown-17.07%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$58,130after your settings in H.TO
Profit
+$35,930+161.85% on money in
Annualised return
+13.09%Money-weighted (XIRR)
Deepest dip
-18.05%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+7.12% | -8.93% | -5.36% | +6.21% | +18.56% p.a. | +16.37% p.a. | +12.28% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.38% | -1.36% | -5.64% | +28.49% | +19.32% | +18.87% | +13.74% | +12.95% | +16.25% | +24.64% | +1.89% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,063 | -$137 | -1.34% |
| 2017 | $11,500 | $11,210 | -$290 | -2.52% |
| 2018 | $12,700 | $11,821 | -$879 | -6.92% |
| 2019 | $13,900 | $16,528 | +$2,628 | +18.91% |
| 2020 | $15,100 | $21,015 | +$5,915 | +39.17% |
| 2021 | $16,300 | $26,307 | +$10,007 | +61.39% |
| 2022 | $17,500 | $31,219 | +$13,719 | +78.39% |
| 2023 | $18,800 | $36,670 | +$17,870 | +95.05% |
| 2024 | $20,000 | $43,926 | +$23,926 | +119.63% |
| 2025 | $21,200 | $56,086 | +$34,886 | +164.56% |
| 2026 (YTD) | $22,200 | $58,130 | +$35,930 | +161.85% |
Best 12-month stretch
+49.70%Feb 2019 → Feb 2020
Worst 12-month stretch
-14.88%May 2017 → May 2018
Deepest drawdown
-18.90%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,503on $10,000, trailing 10 years