Lump Sum10 years ago
$10,000 invested once
$20,176+$10,176 · +101.76%
Total invested$10,000
Annualised (CAGR)+7.30%
Max drawdown-63.86%
SIP · Monthly122 contributions
$100 every month
$19,308+$7,108 · +58.26%
Total invested$12,200
Money-weighted (XIRR)+8.95%
Max drawdown-37.08%
SIP · Biweekly261 contributions
$100 every two weeks
$41,552+$15,452 · +59.20%
Total invested$26,100
Money-weighted (XIRR)+9.09%
Max drawdown-37.21%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$39,484after your settings in LNR.TO
Profit
+$17,284+77.85% on money in
Annualised return
+7.85%Money-weighted (XIRR)
Deepest dip
-54.80%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-8.57% | -12.47% | +4.38% | +19.10% | +15.58% p.a. | +6.98% p.a. | +7.30% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +17.10% | +27.84% | -38.02% | +10.19% | +38.71% | +12.16% | -17.08% | +5.90% | -10.13% | +51.27% | +6.25% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,921 | +$1,721 | +16.87% |
| 2017 | $11,500 | $16,708 | +$5,208 | +45.28% |
| 2018 | $12,700 | $11,269 | -$1,431 | -11.27% |
| 2019 | $13,900 | $13,696 | -$204 | -1.46% |
| 2020 | $15,100 | $20,991 | +$5,891 | +39.01% |
| 2021 | $16,300 | $24,759 | +$8,459 | +51.90% |
| 2022 | $17,500 | $21,788 | +$4,288 | +24.50% |
| 2023 | $18,800 | $24,331 | +$5,531 | +29.42% |
| 2024 | $20,000 | $22,920 | +$2,920 | +14.60% |
| 2025 | $21,200 | $36,266 | +$15,066 | +71.07% |
| 2026 (YTD) | $22,200 | $39,484 | +$17,284 | +77.85% |
Best 12-month stretch
+181.88%Mar 2020 → Mar 2021
Worst 12-month stretch
-43.44%Apr 2019 → Mar 2020
Deepest drawdown
-63.86%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,475on $10,000, trailing 10 years