Lump Sum10 years ago
$10,000 invested once
$20,405+$10,405 · +104.05%
Total invested$10,000
Annualised (CAGR)+13.21%
Max drawdown-77.44%
SIP · Monthly71 contributions
$100 every month
$22,469+$15,369 · +216.46%
Total invested$7,100
Money-weighted (XIRR)+41.05%
Max drawdown-48.45%
SIP · Biweekly151 contributions
$100 every two weeks
$48,156+$33,056 · +218.91%
Total invested$15,100
Money-weighted (XIRR)+41.43%
Max drawdown-48.46%
Playground
How you invest
Growth of your contributions
You invest
$17,100
It would be worth
$42,874after your settings in KITS.TO
Profit
+$25,774+150.72% on money in
Annualised return
+21.00%Money-weighted (XIRR)
Deepest dip
-69.64%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+7.94% | +28.92% | +18.15% | +22.72% | +49.02% p.a. | +38.57% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -65.44% | -7.59% | +132.84% | +33.17% | +130.93% | -10.79% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $11,200 | $4,179 | -$7,021 | -62.69% |
| 2022 | $12,400 | $5,145 | -$7,255 | -58.51% |
| 2023 | $13,600 | $13,610 | +$10 | +0.07% |
| 2024 | $14,900 | $19,515 | +$4,615 | +30.97% |
| 2025 | $16,100 | $46,802 | +$30,702 | +190.70% |
| 2026 (YTD) | $17,100 | $42,874 | +$25,774 | +150.72% |
Best 12-month stretch
+171.39%Jan 2025 → Jan 2026
Worst 12-month stretch
-73.06%May 2021 → May 2022
Deepest drawdown
-77.44%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