Lump Sum10 years ago
$10,000 invested once
$23,222+$13,222 · +132.22%
Total invested$10,000
Annualised (CAGR)+8.82%
Max drawdown-85.44%
SIP · Monthly122 contributions
$100 every month
$21,751+$9,551 · +78.29%
Total invested$12,200
Money-weighted (XIRR)+11.21%
Max drawdown-71.24%
SIP · Biweekly261 contributions
$100 every two weeks
$46,693+$20,593 · +78.90%
Total invested$26,100
Money-weighted (XIRR)+11.31%
Max drawdown-72.05%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$44,973after your settings in MX.TO
Profit
+$22,773+102.58% on money in
Annualised return
+9.61%Money-weighted (XIRR)
Deepest dip
-83.48%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+6.25% | +12.76% | +9.29% | +79.45% | +17.61% p.a. | +11.67% p.a. | +8.82% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +28.05% | +32.46% | -8.07% | -26.61% | +22.91% | -13.73% | +4.02% | +24.40% | +15.87% | -20.07% | +59.70% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,033 | +$2,833 | +27.78% |
| 2017 | $11,500 | $18,868 | +$7,368 | +64.07% |
| 2018 | $12,700 | $18,365 | +$5,665 | +44.61% |
| 2019 | $13,900 | $14,522 | +$622 | +4.47% |
| 2020 | $15,100 | $20,281 | +$5,181 | +34.31% |
| 2021 | $16,300 | $18,743 | +$2,443 | +14.99% |
| 2022 | $17,500 | $20,628 | +$3,128 | +17.87% |
| 2023 | $18,800 | $27,018 | +$8,218 | +43.71% |
| 2024 | $20,000 | $32,672 | +$12,672 | +63.36% |
| 2025 | $21,200 | $27,433 | +$6,233 | +29.40% |
| 2026 (YTD) | $22,200 | $44,973 | +$22,773 | +102.58% |
Best 12-month stretch
+231.10%Mar 2020 → Mar 2021
Worst 12-month stretch
-80.21%Mar 2019 → Mar 2020
Deepest drawdown
-85.44%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,314on $10,000, trailing 10 years