Lump Sum10 years ago
$10,000 invested once
$24,805+$14,805 · +148.05%
Total invested$10,000
Annualised (CAGR)+9.54%
Max drawdown-59.58%
SIP · Monthly122 contributions
$100 every month
$18,781+$6,581 · +53.94%
Total invested$12,200
Money-weighted (XIRR)+8.42%
Max drawdown-44.42%
SIP · Biweekly261 contributions
$100 every two weeks
$40,322+$14,222 · +54.49%
Total invested$26,100
Money-weighted (XIRR)+8.51%
Max drawdown-44.51%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$43,586after your settings in MG.TO
Profit
+$21,386+96.33% on money in
Annualised return
+9.19%Money-weighted (XIRR)
Deepest dip
-52.11%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.68% | -2.62% | +5.67% | +42.91% | +15.17% p.a. | +1.22% p.a. | +9.54% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +12.32% | +25.11% | -6.82% | +18.90% | +32.32% | +15.82% | -23.55% | +6.45% | -20.70% | +32.01% | +22.02% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,439 | +$1,239 | +12.15% |
| 2017 | $11,500 | $15,830 | +$4,330 | +37.65% |
| 2018 | $12,700 | $15,853 | +$3,153 | +24.82% |
| 2019 | $13,900 | $20,109 | +$6,209 | +44.67% |
| 2020 | $15,100 | $28,405 | +$13,305 | +88.11% |
| 2021 | $16,300 | $34,057 | +$17,757 | +108.94% |
| 2022 | $17,500 | $27,209 | +$9,709 | +55.48% |
| 2023 | $18,800 | $30,318 | +$11,518 | +61.27% |
| 2024 | $20,000 | $25,196 | +$5,196 | +25.98% |
| 2025 | $21,200 | $34,864 | +$13,664 | +64.45% |
| 2026 (YTD) | $22,200 | $43,586 | +$21,386 | +96.33% |
Best 12-month stretch
+216.84%Mar 2020 → Mar 2021
Worst 12-month stretch
-39.79%Apr 2019 → Mar 2020
Deepest drawdown
-59.58%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,953on $10,000, trailing 10 years