Lump Sum10 years ago
$10,000 invested once
$36,159+$26,159 · +261.59%
Total invested$10,000
Annualised (CAGR)+13.77%
Max drawdown-25.93%
SIP · Monthly122 contributions
$100 every month
$23,975+$11,775 · +96.51%
Total invested$12,200
Money-weighted (XIRR)+13.05%
Max drawdown-24.32%
SIP · Biweekly261 contributions
$100 every two weeks
$51,282+$25,182 · +96.48%
Total invested$26,100
Money-weighted (XIRR)+13.08%
Max drawdown-24.59%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$60,134after your settings in IFC.TO
Profit
+$37,934+170.87% on money in
Annualised return
+13.55%Money-weighted (XIRR)
Deepest dip
-25.52%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+5.59% | -9.34% | +4.23% | +2.89% | +14.13% p.a. | +12.14% p.a. | +13.77% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.09% | +12.13% | -3.52% | +48.08% | +8.57% | +11.37% | +21.06% | +6.96% | +33.00% | +9.34% | -5.67% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,718 | +$518 | +5.08% |
| 2017 | $11,500 | $13,424 | +$1,924 | +16.73% |
| 2018 | $12,700 | $14,154 | +$1,454 | +11.45% |
| 2019 | $13,900 | $22,389 | +$8,489 | +61.07% |
| 2020 | $15,100 | $25,634 | +$10,534 | +69.76% |
| 2021 | $16,300 | $29,782 | +$13,482 | +82.71% |
| 2022 | $17,500 | $37,315 | +$19,815 | +113.23% |
| 2023 | $18,800 | $41,258 | +$22,458 | +119.46% |
| 2024 | $20,000 | $56,216 | +$36,216 | +181.08% |
| 2025 | $21,200 | $62,685 | +$41,485 | +195.68% |
| 2026 (YTD) | $22,200 | $60,134 | +$37,934 | +170.87% |
Best 12-month stretch
+48.68%Dec 2018 → Dec 2019
Worst 12-month stretch
-12.75%May 2025 → May 2026
Deepest drawdown
-25.93%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,202on $10,000, trailing 10 years