Lump Sum10 years ago
$10,000 invested once
$22,946+$12,946 · +129.46%
Total invested$10,000
Annualised (CAGR)+8.69%
Max drawdown-60.35%
SIP · Monthly122 contributions
$100 every month
$23,054+$10,854 · +88.97%
Total invested$12,200
Money-weighted (XIRR)+12.31%
Max drawdown-46.30%
SIP · Biweekly261 contributions
$100 every two weeks
$49,400+$23,300 · +89.27%
Total invested$26,100
Money-weighted (XIRR)+12.38%
Max drawdown-46.53%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$46,000after your settings in MRD.TO
Profit
+$23,800+107.21% on money in
Annualised return
+9.92%Money-weighted (XIRR)
Deepest dip
-50.93%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.48% | +0.70% | -0.38% | +35.72% | +24.35% p.a. | +10.20% p.a. | +8.69% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +17.79% | +9.12% | -11.81% | +3.31% | -23.58% | +56.48% | -21.77% | +11.85% | +17.56% | +24.04% | +28.42% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,005 | +$1,805 | +17.69% |
| 2017 | $11,500 | $14,432 | +$2,932 | +25.50% |
| 2018 | $12,700 | $13,850 | +$1,150 | +9.05% |
| 2019 | $13,900 | $15,546 | +$1,646 | +11.84% |
| 2020 | $15,100 | $13,386 | -$1,714 | -11.35% |
| 2021 | $16,300 | $22,333 | +$6,033 | +37.02% |
| 2022 | $17,500 | $18,476 | +$976 | +5.58% |
| 2023 | $18,800 | $21,969 | +$3,169 | +16.86% |
| 2024 | $20,000 | $27,113 | +$7,113 | +35.57% |
| 2025 | $21,200 | $34,987 | +$13,787 | +65.03% |
| 2026 (YTD) | $22,200 | $46,000 | +$23,800 | +107.21% |
Best 12-month stretch
+167.95%Sep 2020 → Sep 2021
Worst 12-month stretch
-52.62%May 2019 → May 2020
Deepest drawdown
-60.35%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,332on $10,000, trailing 10 years