Lump Sum10 years ago
$10,000 invested once
$6,908-$3,092 · -30.92%
Total invested$10,000
Annualised (CAGR)-3.64%
Max drawdown-54.25%
SIP · Monthly122 contributions
$100 every month
$10,592-$1,608 · -13.18%
Total invested$12,200
Money-weighted (XIRR)-2.86%
Max drawdown-41.11%
SIP · Biweekly261 contributions
$100 every two weeks
$22,711-$3,389 · -12.98%
Total invested$26,100
Money-weighted (XIRR)-2.82%
Max drawdown-40.25%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$17,500after your settings in MRC.TO
Profit
-$4,700-21.17% on money in
Annualised return
-3.32%Money-weighted (XIRR)
Deepest dip
-50.55%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.49% | -4.41% | -6.57% | -0.60% | +4.47% p.a. | -3.23% p.a. | -3.64% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.96% | +2.38% | +0.36% | +12.87% | -42.58% | +18.74% | -17.16% | -5.22% | +8.19% | +2.43% | -2.47% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,500 | +$300 | +2.94% |
| 2017 | $11,500 | $12,035 | +$535 | +4.65% |
| 2018 | $12,700 | $13,326 | +$626 | +4.93% |
| 2019 | $13,900 | $16,299 | +$2,399 | +17.26% |
| 2020 | $15,100 | $10,428 | -$4,672 | -30.94% |
| 2021 | $16,300 | $13,637 | -$2,663 | -16.34% |
| 2022 | $17,500 | $12,442 | -$5,058 | -28.90% |
| 2023 | $18,800 | $13,096 | -$5,704 | -30.34% |
| 2024 | $20,000 | $15,370 | -$4,630 | -23.15% |
| 2025 | $21,200 | $16,961 | -$4,239 | -20.00% |
| 2026 (YTD) | $22,200 | $17,500 | -$4,700 | -21.17% |
Best 12-month stretch
+44.93%Nov 2020 → Nov 2021
Worst 12-month stretch
-53.11%Nov 2019 → Nov 2020
Deepest drawdown
-54.25%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$374on $10,000, trailing 10 years