Lump Sum10 years ago
$10,000 invested once
$22,055+$12,055 · +120.55%
Total invested$10,000
Annualised (CAGR)+15.35%
Max drawdown-67.47%
SIP · Monthly68 contributions
$100 every month
$19,346+$12,546 · +184.50%
Total invested$6,800
Money-weighted (XIRR)+38.61%
Max drawdown-50.19%
SIP · Biweekly145 contributions
$100 every two weeks
$41,492+$26,992 · +186.15%
Total invested$14,500
Money-weighted (XIRR)+38.98%
Max drawdown-50.36%
Playground
How you invest
Growth of your contributions
You invest
$16,800
It would be worth
$41,401after your settings in MDA.TO
Profit
+$24,601+146.43% on money in
Annualised return
+21.31%Money-weighted (XIRR)
Deepest dip
-56.16%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-13.32% | -7.38% | -12.18% | +9.93% | +50.96% p.a. | +20.66% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -45.78% | -32.63% | +80.00% | +155.56% | -6.15% | +39.85% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $10,900 | $5,996 | -$4,904 | -44.99% |
| 2022 | $12,200 | $5,072 | -$7,128 | -58.43% |
| 2023 | $13,400 | $10,714 | -$2,686 | -20.05% |
| 2024 | $14,600 | $29,659 | +$15,059 | +103.15% |
| 2025 | $15,800 | $28,961 | +$13,161 | +83.30% |
| 2026 (YTD) | $16,800 | $41,401 | +$24,601 | +146.43% |
Best 12-month stretch
+277.09%Jul 2024 → Jul 2025
Worst 12-month stretch
-60.35%Nov 2021 → Oct 2022
Deepest drawdown
-67.47%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