Lump Sum10 years ago
$10,000 invested once
$21,908+$11,908 · +119.08%
Total invested$10,000
Annualised (CAGR)+8.19%
Max drawdown-75.00%
SIP · Monthly122 contributions
$100 every month
$27,122+$14,922 · +122.31%
Total invested$12,200
Money-weighted (XIRR)+15.37%
Max drawdown-43.75%
SIP · Biweekly261 contributions
$100 every two weeks
$58,032+$31,932 · +122.35%
Total invested$26,100
Money-weighted (XIRR)+15.41%
Max drawdown-43.78%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$49,029after your settings in MARI.TO
Profit
+$26,829+120.85% on money in
Annualised return
+10.78%Money-weighted (XIRR)
Deepest dip
-68.60%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-16.63% | +0.28% | -14.01% | -34.56% | +22.73% p.a. | +11.17% p.a. | +8.19% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +15.38% | -20.00% | -50.00% | +16.67% | +85.71% | +16.00% | -14.59% | +6.52% | +51.60% | +117.69% | -37.10% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,761 | +$1,561 | +15.30% |
| 2017 | $11,500 | $10,612 | -$888 | -7.72% |
| 2018 | $12,700 | $6,240 | -$6,460 | -50.87% |
| 2019 | $13,900 | $8,231 | -$5,669 | -40.79% |
| 2020 | $15,100 | $17,248 | +$2,148 | +14.22% |
| 2021 | $16,300 | $21,122 | +$4,822 | +29.58% |
| 2022 | $17,500 | $19,166 | +$1,666 | +9.52% |
| 2023 | $18,800 | $21,578 | +$2,778 | +14.78% |
| 2024 | $20,000 | $34,291 | +$14,291 | +71.45% |
| 2025 | $21,200 | $76,610 | +$55,410 | +261.37% |
| 2026 (YTD) | $22,200 | $49,029 | +$26,829 | +120.85% |
Best 12-month stretch
+348.80%Apr 2020 → Apr 2021
Worst 12-month stretch
-58.33%Dec 2017 → Dec 2018
Deepest drawdown
-75.00%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