Lump Sum10 years ago
$10,000 invested once
$24,995+$14,995 · +149.95%
Total invested$10,000
Annualised (CAGR)+9.63%
Max drawdown-76.29%
SIP · Monthly122 contributions
$100 every month
$35,596+$23,396 · +191.77%
Total invested$12,200
Money-weighted (XIRR)+20.44%
Max drawdown-51.99%
SIP · Biweekly261 contributions
$100 every two weeks
$76,462+$50,362 · +192.96%
Total invested$26,100
Money-weighted (XIRR)+20.57%
Max drawdown-52.11%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$60,591after your settings in MTL.TO
Profit
+$38,391+172.93% on money in
Annualised return
+13.65%Money-weighted (XIRR)
Deepest dip
-65.79%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+8.49% | +0.90% | +46.76% | +108.82% | +36.75% p.a. | +23.77% p.a. | +9.63% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +9.30% | -18.83% | -18.14% | -19.27% | +21.46% | +10.96% | +31.70% | +1.51% | +11.22% | +14.68% | +85.52% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,139 | +$939 | +9.20% |
| 2017 | $11,500 | $10,310 | -$1,190 | -10.35% |
| 2018 | $12,700 | $9,485 | -$3,215 | -25.32% |
| 2019 | $13,900 | $8,833 | -$5,067 | -36.45% |
| 2020 | $15,100 | $12,504 | -$2,596 | -17.19% |
| 2021 | $16,300 | $15,011 | -$1,289 | -7.91% |
| 2022 | $17,500 | $21,148 | +$3,648 | +20.85% |
| 2023 | $18,800 | $22,756 | +$3,956 | +21.04% |
| 2024 | $20,000 | $26,585 | +$6,585 | +32.93% |
| 2025 | $21,200 | $31,905 | +$10,705 | +50.50% |
| 2026 (YTD) | $22,200 | $60,591 | +$38,391 | +172.93% |
Best 12-month stretch
+223.17%Mar 2020 → Mar 2021
Worst 12-month stretch
-64.21%Apr 2019 → Mar 2020
Deepest drawdown
-76.29%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,352on $10,000, trailing 10 years