Lump Sum10 years ago
$10,000 invested once
$2,978-$7,022 · -70.22%
Total invested$10,000
Annualised (CAGR)-12.48%
Max drawdown-97.98%
SIP · Monthly111 contributions
$100 every month
$9,376-$1,724 · -15.53%
Total invested$11,100
Money-weighted (XIRR)-3.73%
Max drawdown-93.42%
SIP · Biweekly238 contributions
$100 every two weeks
$20,092-$3,708 · -15.58%
Total invested$23,800
Money-weighted (XIRR)-3.77%
Max drawdown-93.48%
Playground
How you invest
Growth of your contributions
You invest
$21,100
It would be worth
$12,354after your settings in HIVE.TO
Profit
-$8,746-41.45% on money in
Annualised return
-8.12%Money-weighted (XIRR)
Deepest dip
-95.78%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-39.24% | -35.17% | -21.45% | -67.85% | -12.93% p.a. | -34.22% p.a. | — |
Calendar-year returns
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|
| +88.46% | -90.82% | -66.67% | +2176.19% | +38.49% | -88.22% | +205.64% | -19.46% | -22.08% | -27.54% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2017 | $10,400 | $19,371 | +$8,971 | +86.26% |
| 2018 | $11,600 | $2,296 | -$9,304 | -80.20% |
| 2019 | $12,800 | $1,227 | -$11,573 | -90.42% |
| 2020 | $14,000 | $37,074 | +$23,074 | +164.81% |
| 2021 | $15,300 | $52,502 | +$37,202 | +243.15% |
| 2022 | $16,500 | $6,654 | -$9,846 | -59.67% |
| 2023 | $17,700 | $21,901 | +$4,201 | +23.73% |
| 2024 | $18,900 | $18,921 | +$21 | +0.11% |
| 2025 | $20,100 | $16,048 | -$4,052 | -20.16% |
| 2026 (YTD) | $21,100 | $12,354 | -$8,746 | -41.45% |
Best 12-month stretch
+2830.43%Jan 2020 → Jan 2021
Worst 12-month stretch
-92.84%Dec 2017 → Dec 2018
Deepest drawdown
-97.98%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