Lump Sum10 years ago
$10,000 invested once
$13,320+$3,320 · +33.20%
Total invested$10,000
Annualised (CAGR)+2.92%
Max drawdown-86.47%
SIP · Monthly122 contributions
$100 every month
$30,092+$17,892 · +146.65%
Total invested$12,200
Money-weighted (XIRR)+17.31%
Max drawdown-62.15%
SIP · Biweekly261 contributions
$100 every two weeks
$64,502+$38,402 · +147.13%
Total invested$26,100
Money-weighted (XIRR)+17.39%
Max drawdown-61.86%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$43,412after your settings in III.TO
Profit
+$21,212+95.55% on money in
Annualised return
+9.14%Money-weighted (XIRR)
Deepest dip
-80.64%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-24.89% | -6.94% | -6.03% | +1.52% | +47.41% p.a. | +10.91% p.a. | +2.92% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +20.48% | -44.06% | -48.38% | +30.29% | +123.68% | -37.84% | -42.90% | +20.44% | -12.39% | +420.94% | -32.66% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,263 | +$2,063 | +20.23% |
| 2017 | $11,500 | $7,966 | -$3,534 | -30.73% |
| 2018 | $12,700 | $5,381 | -$7,319 | -57.63% |
| 2019 | $13,900 | $8,276 | -$5,624 | -40.46% |
| 2020 | $15,100 | $21,336 | +$6,236 | +41.30% |
| 2021 | $16,300 | $14,127 | -$2,173 | -13.33% |
| 2022 | $17,500 | $8,816 | -$8,684 | -49.62% |
| 2023 | $18,800 | $11,980 | -$6,820 | -36.28% |
| 2024 | $20,000 | $11,550 | -$8,450 | -42.25% |
| 2025 | $21,200 | $63,224 | +$42,024 | +198.23% |
| 2026 (YTD) | $22,200 | $43,412 | +$21,212 | +95.55% |
Best 12-month stretch
+527.00%Jan 2025 → Jan 2026
Worst 12-month stretch
-69.87%Sep 2017 → Sep 2018
Deepest drawdown
-86.47%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years