Lump Sum10 years ago
$10,000 invested once
$537,736+$527,736 · +5277.36%
Total invested$10,000
Annualised (CAGR)+49.05%
Max drawdown-52.26%
SIP · Monthly122 contributions
$100 every month
$257,672+$245,472 · +2012.06%
Total invested$12,200
Money-weighted (XIRR)+57.89%
Max drawdown-51.80%
SIP · Biweekly261 contributions
$100 every two weeks
$548,985+$522,885 · +2003.39%
Total invested$26,100
Money-weighted (XIRR)+57.97%
Max drawdown-51.79%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$795,407after your settings in HPS-A.TO
Profit
+$773,207+3482.92% on money in
Annualised return
+51.00%Money-weighted (XIRR)
Deepest dip
-52.11%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-22.65% | -8.25% | -20.51% | +7.90% | +48.20% p.a. | +86.41% p.a. | +49.05% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +11.32% | +56.06% | -33.35% | +33.66% | +17.17% | +46.21% | +71.98% | +310.59% | +54.32% | +31.19% | +41.88% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,346 | +$1,146 | +11.24% |
| 2017 | $11,500 | $19,357 | +$7,857 | +68.32% |
| 2018 | $12,700 | $13,866 | +$1,166 | +9.18% |
| 2019 | $13,900 | $19,764 | +$5,864 | +42.19% |
| 2020 | $15,100 | $24,797 | +$9,697 | +64.22% |
| 2021 | $16,300 | $37,640 | +$21,340 | +130.92% |
| 2022 | $17,500 | $66,343 | +$48,843 | +279.11% |
| 2023 | $18,800 | $274,940 | +$256,140 | +1362.45% |
| 2024 | $20,000 | $425,487 | +$405,487 | +2027.43% |
| 2025 | $21,200 | $559,950 | +$538,750 | +2541.27% |
| 2026 (YTD) | $22,200 | $795,407 | +$773,207 | +3482.92% |
Best 12-month stretch
+333.87%Feb 2023 → Feb 2024
Worst 12-month stretch
-50.83%Apr 2024 → Mar 2025
Deepest drawdown
-52.26%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$9,727on $10,000, trailing 10 years