Lump Sum10 years ago
$10,000 invested once
$74,473+$64,473 · +644.73%
Total invested$10,000
Annualised (CAGR)+23.57%
Max drawdown-81.82%
SIP · Monthly116 contributions
$100 every month
$66,049+$54,449 · +469.39%
Total invested$11,600
Money-weighted (XIRR)+34.77%
Max drawdown-67.50%
SIP · Biweekly248 contributions
$100 every two weeks
$142,423+$117,623 · +474.29%
Total invested$24,800
Money-weighted (XIRR)+35.03%
Max drawdown-68.51%
Playground
How you invest
Growth of your contributions
You invest
$21,600
It would be worth
$140,522after your settings in IPCO.TO
Profit
+$118,922+550.57% on money in
Annualised return
+26.92%Money-weighted (XIRR)
Deepest dip
-78.36%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+16.41% | +26.94% | +10.53% | +84.14% | +41.41% p.a. | +42.12% p.a. | — |
Calendar-year returns
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|
| +1.85% | -13.43% | +23.90% | -52.45% | +151.60% | +117.82% | +2.40% | +12.18% | +43.87% | +58.31% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2017 | $10,900 | $11,208 | +$308 | +2.82% |
| 2018 | $12,100 | $10,615 | -$1,485 | -12.27% |
| 2019 | $13,300 | $14,430 | +$1,130 | +8.50% |
| 2020 | $14,500 | $8,134 | -$6,366 | -43.90% |
| 2021 | $15,700 | $22,134 | +$6,434 | +40.98% |
| 2022 | $17,000 | $49,897 | +$32,897 | +193.51% |
| 2023 | $18,200 | $52,541 | +$34,341 | +188.69% |
| 2024 | $19,400 | $60,201 | +$40,801 | +210.31% |
| 2025 | $20,600 | $87,990 | +$67,390 | +327.14% |
| 2026 (YTD) | $21,600 | $140,522 | +$118,922 | +550.57% |
Best 12-month stretch
+242.86%Nov 2020 → Nov 2021
Worst 12-month stretch
-72.71%May 2019 → May 2020
Deepest drawdown
-81.82%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