Lump Sum10 years ago
$10,000 invested once
$8,249-$1,751 · -17.51%
Total invested$10,000
Annualised (CAGR)-2.49%
Max drawdown-92.96%
SIP · Monthly93 contributions
$100 every month
$6,130-$3,170 · -34.08%
Total invested$9,300
Money-weighted (XIRR)NaN%
Max drawdown-81.38%
SIP · Biweekly200 contributions
$100 every two weeks
$13,230-$6,770 · -33.85%
Total invested$20,000
Money-weighted (XIRR)NaN%
Max drawdown-81.60%
Playground
How you invest
Growth of your contributions
You invest
$19,300
It would be worth
$14,379after your settings in LSPD.TO
Profit
-$4,921-25.50% on money in
Annualised return
-5.08%Money-weighted (XIRR)
Deepest dip
-90.84%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+12.08% | +11.60% | +21.32% | -8.35% | -3.16% p.a. | -33.68% p.a. | — |
Calendar-year returns
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|
| +97.67% | +140.47% | -43.14% | -62.12% | +43.77% | -18.30% | -28.99% | -3.41% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2019 | $11,100 | $21,127 | +$10,027 | +90.33% |
| 2020 | $12,300 | $53,969 | +$41,669 | +338.77% |
| 2021 | $13,500 | $31,368 | +$17,868 | +132.35% |
| 2022 | $14,700 | $12,744 | -$1,956 | -13.30% |
| 2023 | $15,900 | $19,920 | +$4,020 | +25.29% |
| 2024 | $17,100 | $17,654 | +$554 | +3.24% |
| 2025 | $18,400 | $13,823 | -$4,577 | -24.88% |
| 2026 (YTD) | $19,300 | $14,379 | -$4,921 | -25.50% |
Best 12-month stretch
+491.22%Mar 2020 → Mar 2021
Worst 12-month stretch
-85.11%Sep 2021 → Sep 2022
Deepest drawdown
-92.96%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