Lump Sum10 years ago
$10,000 invested once
$8,724-$1,276 · -12.76%
Total invested$10,000
Annualised (CAGR)-1.36%
Max drawdown-75.31%
SIP · Monthly122 contributions
$100 every month
$19,109+$6,909 · +56.63%
Total invested$12,200
Money-weighted (XIRR)+8.75%
Max drawdown-38.13%
SIP · Biweekly261 contributions
$100 every two weeks
$41,173+$15,073 · +57.75%
Total invested$26,100
Money-weighted (XIRR)+8.91%
Max drawdown-38.02%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$27,833after your settings in HLF.TO
Profit
+$5,633+25.37% on money in
Annualised return
+3.10%Money-weighted (XIRR)
Deepest dip
-62.28%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+7.56% | +5.15% | +11.65% | -5.84% | +16.74% p.a. | +7.12% p.a. | -1.36% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -21.51% | -22.97% | -45.68% | +12.60% | +39.13% | +37.44% | -4.56% | -10.45% | +42.37% | -4.82% | +6.52% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,035 | -$2,165 | -21.23% |
| 2017 | $11,500 | $7,388 | -$4,112 | -35.76% |
| 2018 | $12,700 | $5,021 | -$7,679 | -60.47% |
| 2019 | $13,900 | $6,793 | -$7,107 | -51.13% |
| 2020 | $15,100 | $11,208 | -$3,892 | -25.77% |
| 2021 | $16,300 | $16,784 | +$484 | +2.97% |
| 2022 | $17,500 | $17,317 | -$183 | -1.04% |
| 2023 | $18,800 | $16,714 | -$2,086 | -11.10% |
| 2024 | $20,000 | $25,266 | +$5,266 | +26.33% |
| 2025 | $21,200 | $25,159 | +$3,959 | +18.67% |
| 2026 (YTD) | $22,200 | $27,833 | +$5,633 | +25.37% |
Best 12-month stretch
+159.18%Jul 2020 → Jul 2021
Worst 12-month stretch
-52.29%Dec 2017 → Dec 2018
Deepest drawdown
-75.31%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,919on $10,000, trailing 10 years