Lump Sum10 years ago
$10,000 invested once
$24,353+$14,353 · +143.53%
Total invested$10,000
Annualised (CAGR)+9.34%
Max drawdown-69.23%
SIP · Monthly122 contributions
$100 every month
$19,255+$7,055 · +57.83%
Total invested$12,200
Money-weighted (XIRR)+8.90%
Max drawdown-58.35%
SIP · Biweekly261 contributions
$100 every two weeks
$41,092+$14,992 · +57.44%
Total invested$26,100
Money-weighted (XIRR)+8.87%
Max drawdown-58.33%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$43,608after your settings in MAI.TO
Profit
+$21,408+96.43% on money in
Annualised return
+9.20%Money-weighted (XIRR)
Deepest dip
-65.40%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-28.87% | -5.69% | -32.02% | +3.50% | +11.37% p.a. | -4.47% p.a. | +9.34% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -17.65% | +28.57% | -44.44% | +200.00% | +126.67% | -20.59% | -18.52% | -27.27% | -15.63% | +96.30% | -21.89% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,418 | -$1,782 | -17.47% |
| 2017 | $11,500 | $12,129 | +$629 | +5.47% |
| 2018 | $12,700 | $7,694 | -$5,006 | -39.42% |
| 2019 | $13,900 | $25,653 | +$11,753 | +84.56% |
| 2020 | $15,100 | $60,052 | +$44,952 | +297.70% |
| 2021 | $16,300 | $48,746 | +$32,446 | +199.05% |
| 2022 | $17,500 | $40,737 | +$23,237 | +132.78% |
| 2023 | $18,800 | $30,840 | +$12,040 | +64.04% |
| 2024 | $20,000 | $27,076 | +$7,076 | +35.38% |
| 2025 | $21,200 | $54,879 | +$33,679 | +158.86% |
| 2026 (YTD) | $22,200 | $43,608 | +$21,408 | +96.43% |
Best 12-month stretch
+373.33%Aug 2019 → Aug 2020
Worst 12-month stretch
-45.45%Jul 2017 → Jul 2018
Deepest drawdown
-69.23%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