Lump Sum10 years ago
$10,000 invested once
$20,682+$10,682 · +106.82%
Total invested$10,000
Annualised (CAGR)+7.56%
Max drawdown-70.55%
SIP · Monthly122 contributions
$100 every month
$23,465+$11,265 · +92.34%
Total invested$12,200
Money-weighted (XIRR)+12.65%
Max drawdown-53.87%
SIP · Biweekly261 contributions
$100 every two weeks
$50,606+$24,506 · +93.89%
Total invested$26,100
Money-weighted (XIRR)+12.83%
Max drawdown-55.24%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$44,148after your settings in MDI.TO
Profit
+$21,948+98.86% on money in
Annualised return
+9.36%Money-weighted (XIRR)
Deepest dip
-59.60%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-18.10% | +0.92% | -13.22% | +9.53% | +22.70% p.a. | +9.88% p.a. | +7.56% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.89% | +0.57% | -31.30% | +17.11% | +35.39% | +7.41% | +27.36% | -12.45% | -11.07% | +63.25% | +6.58% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,397 | +$197 | +1.93% |
| 2017 | $11,500 | $11,684 | +$184 | +1.60% |
| 2018 | $12,700 | $9,043 | -$3,657 | -28.79% |
| 2019 | $13,900 | $12,005 | -$1,895 | -13.64% |
| 2020 | $15,100 | $18,160 | +$3,060 | +20.27% |
| 2021 | $16,300 | $20,686 | +$4,386 | +26.91% |
| 2022 | $17,500 | $27,693 | +$10,193 | +58.25% |
| 2023 | $18,800 | $25,543 | +$6,743 | +35.87% |
| 2024 | $20,000 | $23,825 | +$3,825 | +19.12% |
| 2025 | $21,200 | $40,565 | +$19,365 | +91.34% |
| 2026 (YTD) | $22,200 | $44,148 | +$21,948 | +98.86% |
Best 12-month stretch
+206.80%Mar 2020 → Mar 2021
Worst 12-month stretch
-44.92%Jun 2018 → Jun 2019
Deepest drawdown
-70.55%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