Lump Sum10 years ago
$10,000 invested once
$52,118+$42,118 · +421.18%
Total invested$10,000
Annualised (CAGR)+18.02%
Max drawdown-54.01%
SIP · Monthly122 contributions
$100 every month
$28,025+$15,825 · +129.71%
Total invested$12,200
Money-weighted (XIRR)+15.98%
Max drawdown-53.08%
SIP · Biweekly261 contributions
$100 every two weeks
$60,081+$33,981 · +130.20%
Total invested$26,100
Money-weighted (XIRR)+16.06%
Max drawdown-52.77%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$80,143after your settings in MEQ.TO
Profit
+$57,943+261.00% on money in
Annualised return
+17.47%Money-weighted (XIRR)
Deepest dip
-53.78%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+7.46% | -0.57% | -5.55% | -11.09% | +9.66% p.a. | +9.94% p.a. | +18.02% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.59% | +32.70% | -4.85% | +86.82% | +1.20% | +52.00% | -1.82% | +23.75% | +41.75% | -11.49% | -3.27% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,937 | -$263 | -2.58% |
| 2017 | $11,500 | $14,734 | +$3,234 | +28.12% |
| 2018 | $12,700 | $15,176 | +$2,476 | +19.50% |
| 2019 | $13,900 | $30,018 | +$16,118 | +115.96% |
| 2020 | $15,100 | $31,747 | +$16,647 | +110.25% |
| 2021 | $16,300 | $49,785 | +$33,485 | +205.43% |
| 2022 | $17,500 | $50,042 | +$32,542 | +185.96% |
| 2023 | $18,800 | $63,335 | +$44,535 | +236.89% |
| 2024 | $20,000 | $91,127 | +$71,127 | +355.63% |
| 2025 | $21,200 | $81,801 | +$60,601 | +285.86% |
| 2026 (YTD) | $22,200 | $80,143 | +$57,943 | +261.00% |
Best 12-month stretch
+106.74%Feb 2019 → Feb 2020
Worst 12-month stretch
-19.03%Feb 2020 → Feb 2021
Deepest drawdown
-54.01%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$174on $10,000, trailing 10 years