Lump Sum10 years ago
$10,000 invested once
$30,686+$20,686 · +206.86%
Total invested$10,000
Annualised (CAGR)+11.91%
Max drawdown-45.98%
SIP · Monthly122 contributions
$100 every month
$20,226+$8,026 · +65.78%
Total invested$12,200
Money-weighted (XIRR)+9.83%
Max drawdown-41.24%
SIP · Biweekly261 contributions
$100 every two weeks
$43,258+$17,158 · +65.74%
Total invested$26,100
Money-weighted (XIRR)+9.85%
Max drawdown-41.26%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$50,911after your settings in KXS.TO
Profit
+$28,711+129.33% on money in
Annualised return
+11.29%Money-weighted (XIRR)
Deepest dip
-44.00%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+13.24% | +35.20% | +43.18% | +11.94% | +15.08% p.a. | +0.77% p.a. | +11.91% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.89% | +22.86% | -15.86% | +57.65% | +77.05% | -1.67% | -14.33% | -2.11% | +16.77% | -0.98% | +16.06% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,814 | -$386 | -3.78% |
| 2017 | $11,500 | $13,397 | +$1,897 | +16.49% |
| 2018 | $12,700 | $12,196 | -$504 | -3.97% |
| 2019 | $13,900 | $20,698 | +$6,798 | +48.90% |
| 2020 | $15,100 | $38,081 | +$22,981 | +152.19% |
| 2021 | $16,300 | $38,706 | +$22,406 | +137.46% |
| 2022 | $17,500 | $34,395 | +$16,895 | +96.54% |
| 2023 | $18,800 | $34,851 | +$16,051 | +85.38% |
| 2024 | $20,000 | $42,017 | +$22,017 | +110.08% |
| 2025 | $21,200 | $42,747 | +$21,547 | +101.64% |
| 2026 (YTD) | $22,200 | $50,911 | +$28,711 | +129.33% |
Best 12-month stretch
+168.55%Oct 2019 → Oct 2020
Worst 12-month stretch
-35.11%Nov 2021 → Nov 2022
Deepest drawdown
-45.98%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