Lump Sum10 years ago
$10,000 invested once
$182,254+$172,254 · +1722.54%
Total invested$10,000
Annualised (CAGR)+33.81%
Max drawdown-40.87%
SIP · Monthly122 contributions
$100 every month
$130,928+$118,728 · +973.18%
Total invested$12,200
Money-weighted (XIRR)+44.85%
Max drawdown-40.87%
SIP · Biweekly261 contributions
$100 every two weeks
$280,404+$254,304 · +974.34%
Total invested$26,100
Money-weighted (XIRR)+45.00%
Max drawdown-40.55%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$313,183after your settings in LUG.TO
Profit
+$290,983+1310.73% on money in
Annualised return
+36.80%Money-weighted (XIRR)
Deepest dip
-40.87%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-7.72% | +8.17% | -8.87% | -1.02% | +81.73% p.a. | +57.46% p.a. | +33.81% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -11.89% | -13.88% | +11.04% | +69.58% | +28.14% | -4.67% | +30.62% | +29.57% | +99.79% | +268.14% | -16.11% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,002 | -$1,198 | -11.74% |
| 2017 | $11,500 | $8,873 | -$2,627 | -22.84% |
| 2018 | $12,700 | $11,078 | -$1,622 | -12.77% |
| 2019 | $13,900 | $20,388 | +$6,488 | +46.67% |
| 2020 | $15,100 | $27,312 | +$12,212 | +80.87% |
| 2021 | $16,300 | $27,188 | +$10,888 | +66.80% |
| 2022 | $17,500 | $37,103 | +$19,603 | +112.02% |
| 2023 | $18,800 | $49,433 | +$30,633 | +162.94% |
| 2024 | $20,000 | $100,502 | +$80,502 | +402.51% |
| 2025 | $21,200 | $372,198 | +$350,998 | +1655.65% |
| 2026 (YTD) | $22,200 | $313,183 | +$290,983 | +1310.73% |
Best 12-month stretch
+310.21%Jun 2024 → Jun 2025
Worst 12-month stretch
-24.40%Jul 2021 → Jul 2022
Deepest drawdown
-40.87%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$17,387on $10,000, trailing 10 years