Lump Sum10 years ago
$10,000 invested once
$8,618-$1,382 · -13.82%
Total invested$10,000
Annualised (CAGR)-1.48%
Max drawdown-65.82%
SIP · Monthly122 contributions
$100 every month
$15,203+$3,003 · +24.62%
Total invested$12,200
Money-weighted (XIRR)+4.34%
Max drawdown-63.15%
SIP · Biweekly261 contributions
$100 every two weeks
$32,615+$6,515 · +24.96%
Total invested$26,100
Money-weighted (XIRR)+4.41%
Max drawdown-62.74%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$23,821after your settings in MRT-UN.TO
Profit
+$1,621+7.30% on money in
Annualised return
+0.97%Money-weighted (XIRR)
Deepest dip
-64.53%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-3.38% | -1.02% | +4.51% | +19.22% | +14.20% p.a. | +8.50% p.a. | -1.48% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.63% | -1.05% | -9.21% | +9.97% | -49.16% | +5.58% | +2.39% | +5.35% | +8.46% | +20.81% | +10.96% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,569 | +$369 | +3.62% |
| 2017 | $11,500 | $11,727 | +$227 | +1.97% |
| 2018 | $12,700 | $11,795 | -$905 | -7.13% |
| 2019 | $13,900 | $14,202 | +$302 | +2.17% |
| 2020 | $15,100 | $8,452 | -$6,648 | -44.03% |
| 2021 | $16,300 | $10,071 | -$6,229 | -38.21% |
| 2022 | $17,500 | $11,555 | -$5,945 | -33.97% |
| 2023 | $18,800 | $13,484 | -$5,316 | -28.28% |
| 2024 | $20,000 | $15,877 | -$4,123 | -20.61% |
| 2025 | $21,200 | $20,534 | -$666 | -3.14% |
| 2026 (YTD) | $22,200 | $23,821 | +$1,621 | +7.30% |
Best 12-month stretch
+52.85%Sep 2020 → Sep 2021
Worst 12-month stretch
-62.09%Apr 2019 → Mar 2020
Deepest drawdown
-65.82%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,548on $10,000, trailing 10 years