Lump Sum10 years ago
$10,000 invested once
$50,661+$40,661 · +406.61%
Total invested$10,000
Annualised (CAGR)+17.68%
Max drawdown-50.16%
SIP · Monthly122 contributions
$100 every month
$36,533+$24,333 · +199.45%
Total invested$12,200
Money-weighted (XIRR)+20.92%
Max drawdown-46.10%
SIP · Biweekly261 contributions
$100 every two weeks
$78,136+$52,036 · +199.37%
Total invested$26,100
Money-weighted (XIRR)+20.97%
Max drawdown-47.09%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$87,193after your settings in MFC.TO
Profit
+$64,993+292.76% on money in
Annualised return
+18.62%Money-weighted (XIRR)
Deepest dip
-49.20%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.18% | +1.54% | +19.21% | +40.76% | +43.62% p.a. | +26.74% p.a. | +17.68% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +26.07% | +13.30% | -21.23% | +38.93% | -9.57% | +11.57% | +5.83% | +28.33% | +58.03% | +16.98% | +27.95% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,831 | +$2,631 | +25.79% |
| 2017 | $11,500 | $15,923 | +$4,423 | +38.46% |
| 2018 | $12,700 | $13,599 | +$899 | +7.08% |
| 2019 | $13,900 | $20,267 | +$6,367 | +45.80% |
| 2020 | $15,100 | $19,783 | +$4,683 | +31.01% |
| 2021 | $16,300 | $23,254 | +$6,954 | +42.66% |
| 2022 | $17,500 | $25,857 | +$8,357 | +47.76% |
| 2023 | $18,800 | $34,694 | +$15,894 | +84.54% |
| 2024 | $20,000 | $56,317 | +$36,317 | +181.59% |
| 2025 | $21,200 | $67,262 | +$46,062 | +217.27% |
| 2026 (YTD) | $22,200 | $87,193 | +$64,993 | +292.76% |
Best 12-month stretch
+110.74%Mar 2020 → Mar 2021
Worst 12-month stretch
-36.45%Mar 2019 → Mar 2020
Deepest drawdown
-50.16%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,695on $10,000, trailing 10 years