Lump Sum10 years ago
$10,000 invested once
$30,768+$20,768 · +207.68%
Total invested$10,000
Annualised (CAGR)+11.94%
Max drawdown-73.99%
SIP · Monthly122 contributions
$100 every month
$44,526+$32,326 · +264.97%
Total invested$12,200
Money-weighted (XIRR)+24.60%
Max drawdown-56.15%
SIP · Biweekly261 contributions
$100 every two weeks
$95,476+$69,376 · +265.81%
Total invested$26,100
Money-weighted (XIRR)+24.71%
Max drawdown-58.05%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$75,294after your settings in OGC.TO
Profit
+$53,094+239.16% on money in
Annualised return
+16.61%Money-weighted (XIRR)
Deepest dip
-69.90%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-13.06% | +3.62% | -22.16% | +9.52% | +69.29% p.a. | +39.18% p.a. | +11.94% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.76% | -16.79% | +49.20% | -47.00% | -2.38% | -10.57% | +17.27% | -0.52% | +60.11% | +223.47% | -9.76% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,029 | -$171 | -1.68% |
| 2017 | $11,500 | $9,438 | -$2,062 | -17.93% |
| 2018 | $12,700 | $15,649 | +$2,949 | +23.22% |
| 2019 | $13,900 | $9,190 | -$4,710 | -33.89% |
| 2020 | $15,100 | $10,281 | -$4,819 | -31.91% |
| 2021 | $16,300 | $10,329 | -$5,971 | -36.63% |
| 2022 | $17,500 | $13,421 | -$4,079 | -23.31% |
| 2023 | $18,800 | $14,549 | -$4,251 | -22.61% |
| 2024 | $20,000 | $24,751 | +$4,751 | +23.76% |
| 2025 | $21,200 | $82,481 | +$61,281 | +289.06% |
| 2026 (YTD) | $22,200 | $75,294 | +$53,094 | +239.16% |
Best 12-month stretch
+402.97%Feb 2025 → Feb 2026
Worst 12-month stretch
-71.26%Mar 2019 → Mar 2020
Deepest drawdown
-73.99%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$786on $10,000, trailing 10 years