Lump Sum10 years ago
$10,000 invested once
$55,712+$45,712 · +457.12%
Total invested$10,000
Annualised (CAGR)+18.81%
Max drawdown-71.15%
SIP · Monthly122 contributions
$100 every month
$57,975+$45,775 · +375.21%
Total invested$12,200
Money-weighted (XIRR)+29.50%
Max drawdown-58.19%
SIP · Biweekly261 contributions
$100 every two weeks
$123,281+$97,181 · +372.34%
Total invested$26,100
Money-weighted (XIRR)+29.47%
Max drawdown-59.69%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$113,688after your settings in IMO.TO
Profit
+$91,488+412.11% on money in
Annualised return
+22.29%Money-weighted (XIRR)
Deepest dip
-63.59%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+8.62% | +4.60% | +12.24% | +51.37% | +36.69% p.a. | +38.62% p.a. | +18.81% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +8.29% | -14.64% | -9.05% | +0.84% | -27.22% | +94.39% | +47.77% | +17.64% | +22.31% | +39.47% | +56.64% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,038 | +$838 | +8.22% |
| 2017 | $11,500 | $10,721 | -$779 | -6.77% |
| 2018 | $12,700 | $10,834 | -$1,866 | -14.70% |
| 2019 | $13,900 | $12,109 | -$1,791 | -12.88% |
| 2020 | $15,100 | $10,256 | -$4,844 | -32.08% |
| 2021 | $16,300 | $21,546 | +$5,246 | +32.19% |
| 2022 | $17,500 | $33,145 | +$15,645 | +89.40% |
| 2023 | $18,800 | $40,390 | +$21,590 | +114.84% |
| 2024 | $20,000 | $50,564 | +$30,564 | +152.82% |
| 2025 | $21,200 | $71,862 | +$50,662 | +238.97% |
| 2026 (YTD) | $22,200 | $113,688 | +$91,488 | +412.11% |
Best 12-month stretch
+172.40%Sep 2020 → Sep 2021
Worst 12-month stretch
-63.32%Mar 2019 → Mar 2020
Deepest drawdown
-71.15%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,595on $10,000, trailing 10 years