Lump Sum10 years ago
$10,000 invested once
$26,000+$16,000 · +160.00%
Total invested$10,000
Annualised (CAGR)+10.06%
Max drawdown-82.09%
SIP · Monthly122 contributions
$100 every month
$39,093+$26,893 · +220.43%
Total invested$12,200
Money-weighted (XIRR)+22.18%
Max drawdown-70.83%
SIP · Biweekly261 contributions
$100 every two weeks
$83,269+$57,169 · +219.04%
Total invested$26,100
Money-weighted (XIRR)+22.16%
Max drawdown-70.97%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$65,093after your settings in ITH.TO
Profit
+$42,893+193.21% on money in
Annualised return
+14.63%Money-weighted (XIRR)
Deepest dip
-77.24%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-30.89% | -5.21% | -24.38% | +7.48% | +70.90% p.a. | +22.09% p.a. | +10.06% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -28.57% | -25.33% | +32.14% | -5.41% | +154.29% | -48.31% | -36.96% | +32.76% | -10.39% | +272.46% | +6.23% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,317 | -$2,883 | -28.26% |
| 2017 | $11,500 | $6,612 | -$4,888 | -42.50% |
| 2018 | $12,700 | $10,119 | -$2,581 | -20.32% |
| 2019 | $13,900 | $10,752 | -$3,148 | -22.65% |
| 2020 | $15,100 | $29,287 | +$14,187 | +93.96% |
| 2021 | $16,300 | $16,023 | -$277 | -1.70% |
| 2022 | $17,500 | $10,983 | -$6,517 | -37.24% |
| 2023 | $18,800 | $16,156 | -$2,644 | -14.06% |
| 2024 | $20,000 | $15,581 | -$4,419 | -22.10% |
| 2025 | $21,200 | $60,491 | +$39,291 | +185.34% |
| 2026 (YTD) | $22,200 | $65,093 | +$42,893 | +193.21% |
Best 12-month stretch
+602.94%Feb 2025 → Feb 2026
Worst 12-month stretch
-57.00%Nov 2020 → Nov 2021
Deepest drawdown
-82.09%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