Lump Sum10 years ago
$10,000 invested once
$8,986-$1,014 · -10.14%
Total invested$10,000
Annualised (CAGR)-1.07%
Max drawdown-64.31%
SIP · Monthly122 contributions
$100 every month
$12,196-$4 · -0.03%
Total invested$12,200
Money-weighted (XIRR)-0.01%
Max drawdown-60.45%
SIP · Biweekly261 contributions
$100 every two weeks
$26,129+$29 · +0.11%
Total invested$26,100
Money-weighted (XIRR)+0.02%
Max drawdown-60.03%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$21,182after your settings in HR-UN.TO
Profit
-$1,018-4.59% on money in
Annualised return
-0.65%Money-weighted (XIRR)
Deepest dip
-62.62%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+2.94% | -11.86% | -5.80% | -12.24% | +9.00% p.a. | -2.20% p.a. | -1.07% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.33% | +1.03% | +2.92% | +7.97% | -32.73% | +23.24% | +1.16% | -12.91% | -3.70% | +15.22% | -1.55% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,234 | +$34 | +0.33% |
| 2017 | $11,500 | $11,631 | +$131 | +1.14% |
| 2018 | $12,700 | $13,225 | +$525 | +4.13% |
| 2019 | $13,900 | $15,437 | +$1,537 | +11.05% |
| 2020 | $15,100 | $11,833 | -$3,267 | -21.64% |
| 2021 | $16,300 | $15,841 | -$459 | -2.82% |
| 2022 | $17,500 | $17,214 | -$286 | -1.64% |
| 2023 | $18,800 | $16,239 | -$2,561 | -13.62% |
| 2024 | $20,000 | $16,784 | -$3,216 | -16.08% |
| 2025 | $21,200 | $20,541 | -$659 | -3.11% |
| 2026 (YTD) | $22,200 | $21,182 | -$1,018 | -4.59% |
Best 12-month stretch
+92.05%Mar 2020 → Mar 2021
Worst 12-month stretch
-63.21%Apr 2019 → Mar 2020
Deepest drawdown
-64.31%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,985on $10,000, trailing 10 years