Lump Sum10 years ago
$10,000 invested once
$53,737+$43,737 · +437.37%
Total invested$10,000
Annualised (CAGR)+18.38%
Max drawdown-95.45%
SIP · Monthly122 contributions
$100 every month
$64,725+$52,525 · +430.53%
Total invested$12,200
Money-weighted (XIRR)+31.56%
Max drawdown-85.25%
SIP · Biweekly261 contributions
$100 every two weeks
$137,904+$111,804 · +428.37%
Total invested$26,100
Money-weighted (XIRR)+31.57%
Max drawdown-86.54%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$118,461after your settings in KEI.TO
Profit
+$96,261+433.61% on money in
Annualised return
+22.86%Money-weighted (XIRR)
Deepest dip
-94.35%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+13.32% | +35.41% | +36.32% | +58.54% | +19.06% p.a. | +62.81% p.a. | +18.38% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +68.42% | +43.75% | -30.43% | -65.63% | -45.45% | +33.33% | +397.50% | +27.89% | +57.17% | -32.38% | +88.72% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $17,121 | +$6,921 | +67.85% |
| 2017 | $11,500 | $26,801 | +$15,301 | +133.05% |
| 2018 | $12,700 | $19,510 | +$6,810 | +53.62% |
| 2019 | $13,900 | $7,441 | -$6,459 | -46.47% |
| 2020 | $15,100 | $5,254 | -$9,846 | -65.21% |
| 2021 | $16,300 | $8,113 | -$8,187 | -50.23% |
| 2022 | $17,500 | $43,080 | +$25,580 | +146.17% |
| 2023 | $18,800 | $56,291 | +$37,491 | +199.42% |
| 2024 | $20,000 | $90,498 | +$70,498 | +352.49% |
| 2025 | $21,200 | $62,007 | +$40,807 | +192.49% |
| 2026 (YTD) | $22,200 | $118,461 | +$96,261 | +433.61% |
Best 12-month stretch
+650.00%Feb 2022 → Feb 2023
Worst 12-month stretch
-89.29%Mar 2019 → Mar 2020
Deepest drawdown
-95.45%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