Lump Sum10 years ago
$10,000 invested once
$61,504+$51,504 · +515.04%
Total invested$10,000
Annualised (CAGR)+19.99%
Max drawdown-17.56%
SIP · Monthly122 contributions
$100 every month
$41,339+$29,139 · +238.85%
Total invested$12,200
Money-weighted (XIRR)+23.22%
Max drawdown-11.20%
SIP · Biweekly261 contributions
$100 every two weeks
$88,423+$62,323 · +238.79%
Total invested$26,100
Money-weighted (XIRR)+23.28%
Max drawdown-11.62%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$102,843after your settings in L.TO
Profit
+$80,643+363.26% on money in
Annualised return
+20.90%Money-weighted (XIRR)
Deepest dip
-13.90%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+9.50% | +6.98% | +10.11% | +19.62% | +37.04% p.a. | +25.78% p.a. | +19.99% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.33% | -2.21% | +12.85% | +12.19% | -4.44% | +67.88% | +17.09% | +8.74% | +51.04% | +31.01% | +11.39% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,244 | +$1,044 | +10.23% |
| 2017 | $11,500 | $12,275 | +$775 | +6.74% |
| 2018 | $12,700 | $15,208 | +$2,508 | +19.75% |
| 2019 | $13,900 | $18,257 | +$4,357 | +31.35% |
| 2020 | $15,100 | $18,560 | +$3,460 | +22.91% |
| 2021 | $16,300 | $32,772 | +$16,472 | +101.05% |
| 2022 | $17,500 | $39,652 | +$22,152 | +126.58% |
| 2023 | $18,800 | $44,524 | +$25,724 | +136.83% |
| 2024 | $20,000 | $68,675 | +$48,675 | +243.37% |
| 2025 | $21,200 | $91,357 | +$70,157 | +330.93% |
| 2026 (YTD) | $22,200 | $102,843 | +$80,643 | +363.26% |
Best 12-month stretch
+77.23%Mar 2021 → Mar 2022
Worst 12-month stretch
-15.63%May 2017 → Apr 2018
Deepest drawdown
-17.56%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,952on $10,000, trailing 10 years