Lump Sum10 years ago
$10,000 invested once
$10,356+$356 · +3.56%
Total invested$10,000
Annualised (CAGR)+0.35%
Max drawdown-83.19%
SIP · Monthly122 contributions
$100 every month
$10,536-$1,664 · -13.64%
Total invested$12,200
Money-weighted (XIRR)-2.96%
Max drawdown-72.48%
SIP · Biweekly261 contributions
$100 every two weeks
$22,504-$3,596 · -13.78%
Total invested$26,100
Money-weighted (XIRR)-3.01%
Max drawdown-72.48%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$20,892after your settings in IFP.TO
Profit
-$1,308-5.89% on money in
Annualised return
-0.84%Money-weighted (XIRR)
Deepest dip
-79.45%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.42% | +12.42% | +36.69% | +71.99% | -6.57% p.a. | -13.05% p.a. | +0.35% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.51% | +40.52% | -33.19% | -2.20% | +72.25% | +81.48% | -48.16% | +11.81% | -25.72% | -48.57% | +57.41% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,553 | +$353 | +3.46% |
| 2017 | $11,500 | $16,336 | +$4,836 | +42.05% |
| 2018 | $12,700 | $11,751 | -$949 | -7.47% |
| 2019 | $13,900 | $12,629 | -$1,271 | -9.15% |
| 2020 | $15,100 | $24,159 | +$9,059 | +59.99% |
| 2021 | $16,300 | $45,555 | +$29,255 | +179.48% |
| 2022 | $17,500 | $24,446 | +$6,946 | +39.69% |
| 2023 | $18,800 | $28,701 | +$9,901 | +52.67% |
| 2024 | $20,000 | $22,445 | +$2,445 | +12.22% |
| 2025 | $21,200 | $12,473 | -$8,727 | -41.17% |
| 2026 (YTD) | $22,200 | $20,892 | -$1,308 | -5.89% |
Best 12-month stretch
+428.82%Apr 2020 → Apr 2021
Worst 12-month stretch
-63.80%Apr 2019 → Mar 2020
Deepest drawdown
-83.19%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,377on $10,000, trailing 10 years