Lump Sum10 years ago
$10,000 invested once
$21,625+$11,625 · +116.25%
Total invested$10,000
Annualised (CAGR)+8.05%
Max drawdown-34.38%
SIP · Monthly122 contributions
$100 every month
$15,473+$3,273 · +26.83%
Total invested$12,200
Money-weighted (XIRR)+4.68%
Max drawdown-30.12%
SIP · Biweekly261 contributions
$100 every two weeks
$33,117+$7,017 · +26.89%
Total invested$26,100
Money-weighted (XIRR)+4.71%
Max drawdown-30.83%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$37,098after your settings in KMP-UN.TO
Profit
+$14,898+67.11% on money in
Annualised return
+7.01%Money-weighted (XIRR)
Deepest dip
-32.00%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.16% | -6.23% | +5.08% | +3.24% | +8.10% p.a. | -1.33% p.a. | +8.05% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.25% | +24.88% | +14.83% | +24.27% | -5.38% | +42.61% | -28.55% | +15.35% | +0.07% | -0.98% | +9.83% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,227 | +$27 | +0.27% |
| 2017 | $11,500 | $14,236 | +$2,736 | +23.80% |
| 2018 | $12,700 | $17,627 | +$4,927 | +38.79% |
| 2019 | $13,900 | $23,107 | +$9,207 | +66.24% |
| 2020 | $15,100 | $23,030 | +$7,930 | +52.51% |
| 2021 | $16,300 | $34,266 | +$17,966 | +110.22% |
| 2022 | $17,500 | $25,572 | +$8,072 | +46.13% |
| 2023 | $18,800 | $30,848 | +$12,048 | +64.08% |
| 2024 | $20,000 | $32,016 | +$12,016 | +60.08% |
| 2025 | $21,200 | $32,857 | +$11,657 | +54.99% |
| 2026 (YTD) | $22,200 | $37,098 | +$14,898 | +67.11% |
Best 12-month stretch
+47.12%Oct 2020 → Oct 2021
Worst 12-month stretch
-31.70%Oct 2021 → Oct 2022
Deepest drawdown
-34.38%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,609on $10,000, trailing 10 years