Lump Sum10 years ago
$10,000 invested once
$7,899-$2,101 · -21.01%
Total invested$10,000
Annualised (CAGR)-2.34%
Max drawdown-75.70%
SIP · Monthly122 contributions
$100 every month
$9,001-$3,199 · -26.22%
Total invested$12,200
Money-weighted (XIRR)NaN%
Max drawdown-68.17%
SIP · Biweekly261 contributions
$100 every two weeks
$19,299-$6,801 · -26.06%
Total invested$26,100
Money-weighted (XIRR)NaN%
Max drawdown-68.31%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$16,900after your settings in MTY.TO
Profit
-$5,300-23.87% on money in
Annualised return
-3.81%Money-weighted (XIRR)
Deepest dip
-72.78%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.93% | -3.17% | -19.89% | -4.69% | -12.33% p.a. | -9.96% p.a. | -2.34% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.28% | +12.03% | +11.22% | -7.65% | +3.12% | +9.83% | -8.44% | +0.66% | -16.38% | -14.28% | -14.48% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,936 | +$736 | +7.22% |
| 2017 | $11,500 | $13,735 | +$2,235 | +19.43% |
| 2018 | $12,700 | $16,624 | +$3,924 | +30.90% |
| 2019 | $13,900 | $16,486 | +$2,586 | +18.61% |
| 2020 | $15,100 | $19,194 | +$4,094 | +27.11% |
| 2021 | $16,300 | $22,375 | +$6,075 | +37.27% |
| 2022 | $17,500 | $21,732 | +$4,232 | +24.18% |
| 2023 | $18,800 | $23,102 | +$4,302 | +22.88% |
| 2024 | $20,000 | $20,503 | +$503 | +2.52% |
| 2025 | $21,200 | $18,740 | -$2,460 | -11.60% |
| 2026 (YTD) | $22,200 | $16,900 | -$5,300 | -23.87% |
Best 12-month stretch
+230.16%Mar 2020 → Mar 2021
Worst 12-month stretch
-69.37%Apr 2019 → Mar 2020
Deepest drawdown
-75.70%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,651on $10,000, trailing 10 years