Lump Sum10 years ago
$10,000 invested once
$41,947+$31,947 · +319.47%
Total invested$10,000
Annualised (CAGR)+15.47%
Max drawdown-36.46%
SIP · Monthly122 contributions
$100 every month
$27,220+$15,020 · +123.11%
Total invested$12,200
Money-weighted (XIRR)+15.43%
Max drawdown-32.36%
SIP · Biweekly261 contributions
$100 every two weeks
$58,170+$32,070 · +122.87%
Total invested$26,100
Money-weighted (XIRR)+15.46%
Max drawdown-31.71%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$69,166after your settings in MKP.TO
Profit
+$46,966+211.56% on money in
Annualised return
+15.45%Money-weighted (XIRR)
Deepest dip
-34.96%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+3.37% | -13.70% | -7.46% | +9.40% | +23.14% p.a. | +13.94% p.a. | +15.47% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +9.32% | +35.42% | -15.98% | +34.82% | +0.85% | +24.24% | -0.07% | +16.20% | +28.24% | +30.63% | +2.62% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,141 | +$941 | +9.22% |
| 2017 | $11,500 | $16,670 | +$5,170 | +44.95% |
| 2018 | $12,700 | $15,041 | +$2,341 | +18.43% |
| 2019 | $13,900 | $21,641 | +$7,741 | +55.69% |
| 2020 | $15,100 | $23,274 | +$8,174 | +54.13% |
| 2021 | $16,300 | $30,171 | +$13,871 | +85.10% |
| 2022 | $17,500 | $31,305 | +$13,805 | +78.89% |
| 2023 | $18,800 | $37,760 | +$18,960 | +100.85% |
| 2024 | $20,000 | $49,803 | +$29,803 | +149.02% |
| 2025 | $21,200 | $66,468 | +$45,268 | +213.53% |
| 2026 (YTD) | $22,200 | $69,166 | +$46,966 | +211.56% |
Best 12-month stretch
+83.57%May 2020 → May 2021
Worst 12-month stretch
-26.50%Apr 2019 → Mar 2020
Deepest drawdown
-36.46%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$11,732on $10,000, trailing 10 years