Lump Sum10 years ago
$10,000 invested once
$53,714+$43,714 · +437.14%
Total invested$10,000
Annualised (CAGR)+18.37%
Max drawdown-96.90%
SIP · Monthly122 contributions
$100 every month
$88,671+$76,471 · +626.82%
Total invested$12,200
Money-weighted (XIRR)+37.45%
Max drawdown-88.00%
SIP · Biweekly261 contributions
$100 every two weeks
$190,183+$164,083 · +628.67%
Total invested$26,100
Money-weighted (XIRR)+37.61%
Max drawdown-87.95%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$142,386after your settings in MNO.TO
Profit
+$120,186+541.38% on money in
Annualised return
+25.43%Money-weighted (XIRR)
Deepest dip
-95.44%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-18.97% | +29.66% | +4.44% | +69.37% | +80.81% p.a. | +14.44% p.a. | +18.37% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +122.86% | -17.95% | -84.38% | -30.00% | +200.00% | +461.90% | -71.19% | +11.76% | +7.89% | +265.85% | +25.33% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $22,569 | +$12,369 | +121.27% |
| 2017 | $11,500 | $19,846 | +$8,346 | +72.57% |
| 2018 | $12,700 | $3,973 | -$8,727 | -68.72% |
| 2019 | $13,900 | $3,729 | -$10,171 | -73.17% |
| 2020 | $15,100 | $13,204 | -$1,896 | -12.56% |
| 2021 | $16,300 | $77,271 | +$60,971 | +374.06% |
| 2022 | $17,500 | $22,940 | +$5,440 | +31.09% |
| 2023 | $18,800 | $26,865 | +$8,065 | +42.90% |
| 2024 | $20,000 | $30,163 | +$10,163 | +50.82% |
| 2025 | $21,200 | $112,738 | +$91,538 | +431.78% |
| 2026 (YTD) | $22,200 | $142,386 | +$120,186 | +541.38% |
Best 12-month stretch
+930.77%Nov 2020 → Nov 2021
Worst 12-month stretch
-93.00%Dec 2017 → Dec 2018
Deepest drawdown
-96.90%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years