Lump Sum10 years ago
$10,000 invested once
$462,431+$452,431 · +4524.31%
Total invested$10,000
Annualised (CAGR)+46.92%
Max drawdown-40.00%
SIP · Monthly122 contributions
$100 every month
$156,435+$144,235 · +1182.25%
Total invested$12,200
Money-weighted (XIRR)+48.27%
Max drawdown-38.10%
SIP · Biweekly261 contributions
$100 every two weeks
$333,120+$307,020 · +1176.32%
Total invested$26,100
Money-weighted (XIRR)+48.32%
Max drawdown-37.58%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$618,866after your settings in HWX.TO
Profit
+$596,666+2687.68% on money in
Annualised return
+47.16%Money-weighted (XIRR)
Deepest dip
-39.66%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+14.06% | +13.63% | +21.84% | +115.81% | +34.26% p.a. | +31.20% p.a. | +46.92% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +36.59% | +8.93% | +27.87% | -7.69% | +231.94% | +115.48% | +16.95% | +12.22% | +15.47% | +48.63% | +63.45% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,903 | +$3,703 | +36.30% |
| 2017 | $11,500 | $16,643 | +$5,143 | +44.72% |
| 2018 | $12,700 | $22,601 | +$9,901 | +77.96% |
| 2019 | $13,900 | $22,109 | +$8,209 | +59.06% |
| 2020 | $15,100 | $75,545 | +$60,445 | +400.29% |
| 2021 | $16,300 | $164,293 | +$147,993 | +907.93% |
| 2022 | $17,500 | $193,275 | +$175,775 | +1004.43% |
| 2023 | $18,800 | $218,155 | +$199,355 | +1060.40% |
| 2024 | $20,000 | $253,112 | +$233,112 | +1165.56% |
| 2025 | $21,200 | $377,877 | +$356,677 | +1682.44% |
| 2026 (YTD) | $22,200 | $618,866 | +$596,666 | +2687.68% |
Best 12-month stretch
+369.00%Mar 2020 → Mar 2021
Worst 12-month stretch
-34.29%Jun 2018 → Jun 2019
Deepest drawdown
-40.00%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$41,220on $10,000, trailing 10 years