Lump Sum10 years ago
$10,000 invested once
$24,659+$14,659 · +146.59%
Total invested$10,000
Annualised (CAGR)+9.48%
Max drawdown-66.13%
SIP · Monthly122 contributions
$100 every month
$27,467+$15,267 · +125.14%
Total invested$12,200
Money-weighted (XIRR)+15.60%
Max drawdown-63.77%
SIP · Biweekly261 contributions
$100 every two weeks
$58,849+$32,749 · +125.48%
Total invested$26,100
Money-weighted (XIRR)+15.67%
Max drawdown-64.38%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$52,126after your settings in KEY.TO
Profit
+$29,926+134.80% on money in
Annualised return
+11.61%Money-weighted (XIRR)
Deepest dip
-65.13%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+5.49% | -8.60% | +11.76% | +33.65% | +25.58% p.a. | +17.78% p.a. | +9.48% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.38% | -8.60% | -19.63% | +33.92% | -27.61% | +34.75% | +10.48% | +15.15% | +47.09% | +4.76% | +26.81% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,546 | +$346 | +3.40% |
| 2017 | $11,500 | $10,867 | -$633 | -5.50% |
| 2018 | $12,700 | $9,731 | -$2,969 | -23.38% |
| 2019 | $13,900 | $14,349 | +$449 | +3.23% |
| 2020 | $15,100 | $11,704 | -$3,396 | -22.49% |
| 2021 | $16,300 | $16,978 | +$678 | +4.16% |
| 2022 | $17,500 | $19,955 | +$2,455 | +14.03% |
| 2023 | $18,800 | $24,347 | +$5,547 | +29.51% |
| 2024 | $20,000 | $37,256 | +$17,256 | +86.28% |
| 2025 | $21,200 | $40,293 | +$19,093 | +90.06% |
| 2026 (YTD) | $22,200 | $52,126 | +$29,926 | +134.80% |
Best 12-month stretch
+131.73%Mar 2020 → Mar 2021
Worst 12-month stretch
-58.73%Mar 2019 → Mar 2020
Deepest drawdown
-66.13%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,828on $10,000, trailing 10 years