Lump Sum10 years ago
$10,000 invested once
$49,000+$39,000 · +390.00%
Total invested$10,000
Annualised (CAGR)+17.29%
Max drawdown-90.20%
SIP · Monthly122 contributions
$100 every month
$46,668+$34,468 · +282.53%
Total invested$12,200
Money-weighted (XIRR)+25.47%
Max drawdown-62.40%
SIP · Biweekly261 contributions
$100 every two weeks
$99,280+$73,180 · +280.38%
Total invested$26,100
Money-weighted (XIRR)+25.44%
Max drawdown-62.08%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$95,668after your settings in OM.TO
Profit
+$73,468+330.94% on money in
Annualised return
+19.90%Money-weighted (XIRR)
Deepest dip
-84.51%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-17.88% | -11.98% | -7.55% | +194.00% | +101.86% p.a. | +27.98% p.a. | +17.29% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| 0.00% | +190.00% | -42.53% | -14.00% | +2.33% | -11.36% | -48.72% | -5.00% | +89.47% | +119.44% | +86.08% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,225 | +$25 | +0.25% |
| 2017 | $11,500 | $31,738 | +$20,238 | +175.98% |
| 2018 | $12,700 | $19,259 | +$6,559 | +51.65% |
| 2019 | $13,900 | $17,554 | +$3,654 | +26.29% |
| 2020 | $15,100 | $19,238 | +$4,138 | +27.41% |
| 2021 | $16,300 | $18,132 | +$1,832 | +11.24% |
| 2022 | $17,500 | $10,011 | -$7,489 | -42.79% |
| 2023 | $18,800 | $10,600 | -$8,200 | -43.62% |
| 2024 | $20,000 | $22,181 | +$2,181 | +10.91% |
| 2025 | $21,200 | $50,842 | +$29,642 | +139.82% |
| 2026 (YTD) | $22,200 | $95,668 | +$73,468 | +330.94% |
Best 12-month stretch
+359.26%Nov 2016 → Nov 2017
Worst 12-month stretch
-61.33%Sep 2017 → Sep 2018
Deepest drawdown
-90.20%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years