Lump Sum10 years ago
$10,000 invested once
$15,725+$5,725 · +57.25%
Total invested$10,000
Annualised (CAGR)+4.65%
Max drawdown-62.28%
SIP · Monthly122 contributions
$100 every month
$11,546-$654 · -5.36%
Total invested$12,200
Money-weighted (XIRR)-1.11%
Max drawdown-53.30%
SIP · Biweekly261 contributions
$100 every two weeks
$24,779-$1,321 · -5.06%
Total invested$26,100
Money-weighted (XIRR)-1.05%
Max drawdown-53.36%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$27,271after your settings in MRE.TO
Profit
+$5,071+22.84% on money in
Annualised return
+2.82%Money-weighted (XIRR)
Deepest dip
-57.72%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-7.99% | -6.08% | -2.11% | -5.92% | -3.99% p.a. | -1.98% p.a. | +4.65% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +20.90% | +88.66% | -30.70% | +32.81% | +5.75% | -21.33% | -0.02% | +29.29% | -35.93% | +18.60% | -8.35% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,311 | +$2,111 | +20.69% |
| 2017 | $11,500 | $25,148 | +$13,648 | +118.68% |
| 2018 | $12,700 | $18,415 | +$5,715 | +45.00% |
| 2019 | $13,900 | $25,955 | +$12,055 | +86.73% |
| 2020 | $15,100 | $29,207 | +$14,107 | +93.42% |
| 2021 | $16,300 | $24,068 | +$7,768 | +47.66% |
| 2022 | $17,500 | $25,500 | +$8,000 | +45.72% |
| 2023 | $18,800 | $34,409 | +$15,609 | +83.03% |
| 2024 | $20,000 | $23,001 | +$3,001 | +15.01% |
| 2025 | $21,200 | $28,728 | +$7,528 | +35.51% |
| 2026 (YTD) | $22,200 | $27,271 | +$5,071 | +22.84% |
Best 12-month stretch
+112.46%Nov 2016 → Nov 2017
Worst 12-month stretch
-50.69%Apr 2019 → Mar 2020
Deepest drawdown
-62.28%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,600on $10,000, trailing 10 years