Lump Sum10 years ago
$10,000 invested once
$64,209+$54,209 · +542.09%
Total invested$10,000
Annualised (CAGR)+20.51%
Max drawdown-42.56%
SIP · Monthly122 contributions
$100 every month
$37,858+$25,658 · +210.31%
Total invested$12,200
Money-weighted (XIRR)+21.59%
Max drawdown-40.71%
SIP · Biweekly261 contributions
$100 every two weeks
$80,874+$54,774 · +209.86%
Total invested$26,100
Money-weighted (XIRR)+21.62%
Max drawdown-41.09%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$102,067after your settings in NA.TO
Profit
+$79,867+359.76% on money in
Annualised return
+20.79%Money-weighted (XIRR)
Deepest dip
-42.14%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.82% | -9.30% | +1.86% | +36.23% | +38.47% p.a. | +19.20% p.a. | +20.51% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +17.62% | +19.77% | -6.11% | +32.14% | +4.59% | +39.02% | -1.45% | +15.53% | +36.13% | +35.17% | +20.60% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,981 | +$1,781 | +17.46% |
| 2017 | $11,500 | $15,798 | +$4,298 | +37.38% |
| 2018 | $12,700 | $15,957 | +$3,257 | +25.64% |
| 2019 | $13,900 | $22,459 | +$8,559 | +61.57% |
| 2020 | $15,100 | $24,908 | +$9,808 | +64.95% |
| 2021 | $16,300 | $35,935 | +$19,635 | +120.46% |
| 2022 | $17,500 | $36,618 | +$19,118 | +109.24% |
| 2023 | $18,800 | $43,693 | +$24,893 | +132.41% |
| 2024 | $20,000 | $60,859 | +$40,859 | +204.30% |
| 2025 | $21,200 | $83,782 | +$62,582 | +295.20% |
| 2026 (YTD) | $22,200 | $102,067 | +$79,867 | +359.76% |
Best 12-month stretch
+116.27%Mar 2020 → Mar 2021
Worst 12-month stretch
-27.76%Mar 2019 → Mar 2020
Deepest drawdown
-42.56%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,410on $10,000, trailing 10 years