Lump Sum10 years ago
$10,000 invested once
$23,364+$13,364 · +133.64%
Total invested$10,000
Annualised (CAGR)+8.92%
Max drawdown-97.78%
SIP · Monthly121 contributions
$100 every month
$64,877+$52,777 · +436.17%
Total invested$12,100
Money-weighted (XIRR)+31.83%
Max drawdown-92.44%
SIP · Biweekly260 contributions
$100 every two weeks
$144,230+$118,230 · +454.73%
Total invested$26,000
Money-weighted (XIRR)+32.62%
Max drawdown-90.59%
Playground
How you invest
Growth of your contributions
You invest
$22,100
It would be worth
$88,240after your settings in IPO.TO
Profit
+$66,140+299.28% on money in
Annualised return
+18.89%Money-weighted (XIRR)
Deepest dip
-96.26%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+24.49% | +36.98% | +34.86% | +77.11% | +19.62% p.a. | +20.15% p.a. | — |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.97% | -2.51% | -45.36% | -36.79% | -65.67% | +847.83% | +40.32% | -21.88% | -10.85% | +29.40% | +72.04% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,003 | -$197 | -1.94% |
| 2017 | $11,400 | $11,185 | -$215 | -1.89% |
| 2018 | $12,600 | $6,952 | -$5,648 | -44.83% |
| 2019 | $13,900 | $5,540 | -$8,360 | -60.15% |
| 2020 | $15,100 | $3,416 | -$11,684 | -77.38% |
| 2021 | $16,300 | $35,815 | +$19,515 | +119.72% |
| 2022 | $17,500 | $51,392 | +$33,892 | +193.67% |
| 2023 | $18,700 | $41,216 | +$22,516 | +120.41% |
| 2024 | $19,900 | $37,804 | +$17,904 | +89.97% |
| 2025 | $21,200 | $50,609 | +$29,409 | +138.72% |
| 2026 (YTD) | $22,100 | $88,240 | +$66,140 | +299.28% |
Best 12-month stretch
+1087.50%Oct 2020 → Oct 2021
Worst 12-month stretch
-95.00%Mar 2019 → Mar 2020
Deepest drawdown
-97.78%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,547on $10,000, trailing 10 years