Lump Sum10 years ago
$10,000 invested once
$7,975-$2,025 · -20.25%
Total invested$10,000
Annualised (CAGR)-2.25%
Max drawdown-89.47%
SIP · Monthly122 contributions
$100 every month
$23,274+$11,074 · +90.77%
Total invested$12,200
Money-weighted (XIRR)+12.49%
Max drawdown-81.57%
SIP · Biweekly261 contributions
$100 every two weeks
$49,937+$23,837 · +91.33%
Total invested$26,100
Money-weighted (XIRR)+12.58%
Max drawdown-81.58%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$31,249after your settings in JAG.TO
Profit
+$9,049+40.76% on money in
Annualised return
+4.68%Money-weighted (XIRR)
Deepest dip
-84.01%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-27.25% | +3.19% | -20.63% | -8.94% | +62.42% p.a. | +6.00% p.a. | -2.25% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -23.68% | -39.66% | -40.00% | -4.76% | +325.53% | -46.17% | -35.05% | -34.81% | +33.52% | +200.43% | -22.10% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,805 | -$2,395 | -23.48% |
| 2017 | $11,500 | $5,834 | -$5,666 | -49.27% |
| 2018 | $12,700 | $4,431 | -$8,269 | -65.11% |
| 2019 | $13,900 | $5,812 | -$8,088 | -58.19% |
| 2020 | $15,100 | $27,420 | +$12,320 | +81.59% |
| 2021 | $16,300 | $15,694 | -$606 | -3.72% |
| 2022 | $17,500 | $11,157 | -$6,343 | -36.25% |
| 2023 | $18,800 | $8,436 | -$10,364 | -55.13% |
| 2024 | $20,000 | $12,257 | -$7,743 | -38.72% |
| 2025 | $21,200 | $39,058 | +$17,858 | +84.24% |
| 2026 (YTD) | $22,200 | $31,249 | +$9,049 | +40.76% |
Best 12-month stretch
+595.76%Nov 2019 → Nov 2020
Worst 12-month stretch
-80.00%May 2018 → May 2019
Deepest drawdown
-89.47%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$684on $10,000, trailing 10 years