Lump Sum10 years ago
$10,000 invested once
$19,517+$9,517 · +95.17%
Total invested$10,000
Annualised (CAGR)+6.94%
Max drawdown-91.11%
SIP · Monthly122 contributions
$100 every month
$31,921+$19,721 · +161.65%
Total invested$12,200
Money-weighted (XIRR)+18.41%
Max drawdown-77.77%
SIP · Biweekly261 contributions
$100 every two weeks
$68,129+$42,029 · +161.03%
Total invested$26,100
Money-weighted (XIRR)+18.42%
Max drawdown-79.02%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$51,438after your settings in KEL.TO
Profit
+$29,238+131.70% on money in
Annualised return
+11.43%Money-weighted (XIRR)
Deepest dip
-88.66%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+9.64% | +15.94% | +37.28% | +85.87% | +16.54% p.a. | +18.62% p.a. | +6.94% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +12.83% | +6.20% | -31.57% | -2.44% | -62.50% | +167.78% | +3.94% | +14.17% | +24.13% | +10.56% | +49.17% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,500 | +$1,300 | +12.74% |
| 2017 | $11,500 | $13,624 | +$2,124 | +18.47% |
| 2018 | $12,700 | $10,168 | -$2,532 | -19.93% |
| 2019 | $13,900 | $11,342 | -$2,558 | -18.40% |
| 2020 | $15,100 | $5,603 | -$9,497 | -62.89% |
| 2021 | $16,300 | $16,828 | +$528 | +3.24% |
| 2022 | $17,500 | $18,497 | +$997 | +5.70% |
| 2023 | $18,800 | $22,414 | +$3,614 | +19.22% |
| 2024 | $20,000 | $29,192 | +$9,192 | +45.96% |
| 2025 | $21,200 | $33,633 | +$12,433 | +58.65% |
| 2026 (YTD) | $22,200 | $51,438 | +$29,238 | +131.70% |
Best 12-month stretch
+258.39%Nov 2020 → Nov 2021
Worst 12-month stretch
-85.15%Mar 2019 → Mar 2020
Deepest drawdown
-91.11%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