Lump Sum10 years ago
$10,000 invested once
$42,804+$32,804 · +328.04%
Total invested$10,000
Annualised (CAGR)+15.71%
Max drawdown-61.14%
SIP · Monthly122 contributions
$100 every month
$19,473+$7,273 · +59.61%
Total invested$12,200
Money-weighted (XIRR)+9.11%
Max drawdown-51.56%
SIP · Biweekly261 contributions
$100 every two weeks
$41,355+$15,255 · +58.45%
Total invested$26,100
Money-weighted (XIRR)+8.99%
Max drawdown-51.53%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$62,276after your settings in IVN.TO
Profit
+$40,076+180.52% on money in
Annualised return
+14.03%Money-weighted (XIRR)
Deepest dip
-57.29%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-24.05% | -13.67% | -21.84% | -38.23% | -5.01% p.a. | -1.16% p.a. | +15.71% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +18.69% | +66.93% | -40.33% | +60.47% | +68.97% | +50.44% | +3.68% | +20.09% | +35.56% | -7.92% | -42.89% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,081 | +$1,881 | +18.44% |
| 2017 | $11,500 | $21,485 | +$9,985 | +86.83% |
| 2018 | $12,700 | $13,970 | +$1,270 | +10.00% |
| 2019 | $13,900 | $23,831 | +$9,931 | +71.44% |
| 2020 | $15,100 | $42,426 | +$27,326 | +180.97% |
| 2021 | $16,300 | $65,275 | +$48,975 | +300.46% |
| 2022 | $17,500 | $68,981 | +$51,481 | +294.18% |
| 2023 | $18,800 | $84,228 | +$65,428 | +348.02% |
| 2024 | $20,000 | $115,368 | +$95,368 | +476.84% |
| 2025 | $21,200 | $107,701 | +$86,501 | +408.03% |
| 2026 (YTD) | $22,200 | $62,276 | +$40,076 | +180.52% |
Best 12-month stretch
+242.29%May 2020 → May 2021
Worst 12-month stretch
-51.99%Aug 2017 → Aug 2018
Deepest drawdown
-61.14%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