Lump Sum10 years ago
$10,000 invested once
$14,420+$4,420 · +44.20%
Total invested$10,000
Annualised (CAGR)+3.74%
Max drawdown-70.29%
SIP · Monthly122 contributions
$100 every month
$19,864+$7,664 · +62.82%
Total invested$12,200
Money-weighted (XIRR)+9.49%
Max drawdown-43.09%
SIP · Biweekly261 contributions
$100 every two weeks
$42,427+$16,327 · +62.56%
Total invested$26,100
Money-weighted (XIRR)+9.48%
Max drawdown-44.33%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$34,284after your settings in MER.TO
Profit
+$12,084+54.43% on money in
Annualised return
+5.94%Money-weighted (XIRR)
Deepest dip
-54.06%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.47% | +5.25% | -6.76% | +33.11% | +0.86% p.a. | +6.96% p.a. | +3.74% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +37.82% | -46.62% | -25.35% | +15.09% | -7.38% | +58.41% | +43.09% | +2.23% | -14.37% | +1.41% | +22.42% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $14,054 | +$3,854 | +37.78% |
| 2017 | $11,500 | $8,485 | -$3,015 | -26.22% |
| 2018 | $12,700 | $7,368 | -$5,332 | -41.98% |
| 2019 | $13,900 | $9,710 | -$4,190 | -30.14% |
| 2020 | $15,100 | $10,263 | -$4,837 | -32.03% |
| 2021 | $16,300 | $17,774 | +$1,474 | +9.04% |
| 2022 | $17,500 | $26,681 | +$9,181 | +52.46% |
| 2023 | $18,800 | $28,457 | +$9,657 | +51.37% |
| 2024 | $20,000 | $25,517 | +$5,517 | +27.58% |
| 2025 | $21,200 | $27,170 | +$5,970 | +28.16% |
| 2026 (YTD) | $22,200 | $34,284 | +$12,084 | +54.43% |
Best 12-month stretch
+128.74%May 2021 → May 2022
Worst 12-month stretch
-47.86%Feb 2017 → Feb 2018
Deepest drawdown
-70.29%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,912on $10,000, trailing 10 years