Lump Sum10 years ago
$10,000 invested once
$73,049+$63,049 · +630.49%
Total invested$10,000
Annualised (CAGR)+22.08%
Max drawdown-56.53%
SIP · Monthly122 contributions
$100 every month
$43,980+$31,780 · +260.49%
Total invested$12,200
Money-weighted (XIRR)+24.37%
Max drawdown-48.45%
SIP · Biweekly261 contributions
$100 every two weeks
$94,057+$67,957 · +260.37%
Total invested$26,100
Money-weighted (XIRR)+24.43%
Max drawdown-48.33%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$117,030after your settings in LUN.TO
Profit
+$94,830+427.16% on money in
Annualised return
+22.69%Money-weighted (XIRR)
Deepest dip
-54.12%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-15.67% | -17.85% | -20.58% | +42.65% | +52.71% p.a. | +25.95% p.a. | +22.08% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +24.27% | +32.67% | -27.63% | +30.77% | +51.46% | -9.34% | -11.74% | +35.67% | +19.25% | +139.93% | -0.47% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,643 | +$2,443 | +23.95% |
| 2017 | $11,500 | $18,156 | +$6,656 | +57.88% |
| 2018 | $12,700 | $14,179 | +$1,479 | +11.65% |
| 2019 | $13,900 | $19,924 | +$6,024 | +43.34% |
| 2020 | $15,100 | $32,088 | +$16,988 | +112.50% |
| 2021 | $16,300 | $30,102 | +$13,802 | +84.68% |
| 2022 | $17,500 | $27,711 | +$10,211 | +58.35% |
| 2023 | $18,800 | $39,031 | +$20,231 | +107.61% |
| 2024 | $20,000 | $47,661 | +$27,661 | +138.30% |
| 2025 | $21,200 | $116,743 | +$95,543 | +450.68% |
| 2026 (YTD) | $22,200 | $117,030 | +$94,830 | +427.16% |
Best 12-month stretch
+285.38%Apr 2025 → Apr 2026
Worst 12-month stretch
-44.95%Nov 2017 → Nov 2018
Deepest drawdown
-56.53%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,753on $10,000, trailing 10 years