Lump Sum10 years ago
$10,000 invested once
$7,411-$2,589 · -25.89%
Total invested$10,000
Annualised (CAGR)-2.96%
Max drawdown-96.35%
SIP · Monthly122 contributions
$100 every month
$29,549+$17,349 · +142.20%
Total invested$12,200
Money-weighted (XIRR)+16.97%
Max drawdown-86.02%
SIP · Biweekly261 contributions
$100 every two weeks
$62,725+$36,625 · +140.32%
Total invested$26,100
Money-weighted (XIRR)+16.87%
Max drawdown-87.89%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$36,960after your settings in MATR.TO
Profit
+$14,760+66.49% on money in
Annualised return
+6.96%Money-weighted (XIRR)
Deepest dip
-93.71%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.43% | +15.83% | +113.78% | +84.36% | +12.70% p.a. | +31.21% p.a. | -2.96% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.63% | -21.90% | -32.56% | -25.52% | -70.86% | +39.49% | +179.84% | +10.33% | -15.17% | -38.65% | +161.47% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,280 | +$1,080 | +10.59% |
| 2017 | $11,500 | $10,001 | -$1,499 | -13.04% |
| 2018 | $12,700 | $7,661 | -$5,039 | -39.68% |
| 2019 | $13,900 | $6,665 | -$7,235 | -52.05% |
| 2020 | $15,100 | $3,565 | -$11,535 | -76.39% |
| 2021 | $16,300 | $6,110 | -$10,190 | -62.52% |
| 2022 | $17,500 | $19,643 | +$2,143 | +12.25% |
| 2023 | $18,800 | $22,977 | +$4,177 | +22.22% |
| 2024 | $20,000 | $20,505 | +$505 | +2.53% |
| 2025 | $21,200 | $13,499 | -$7,701 | -36.32% |
| 2026 (YTD) | $22,200 | $36,960 | +$14,760 | +66.49% |
Best 12-month stretch
+404.07%Mar 2020 → Mar 2021
Worst 12-month stretch
-93.67%Mar 2019 → Mar 2020
Deepest drawdown
-96.35%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$645on $10,000, trailing 10 years