Lump Sum10 years ago
$10,000 invested once
$12,798+$2,798 · +27.98%
Total invested$10,000
Annualised (CAGR)+2.51%
Max drawdown-59.67%
SIP · Monthly122 contributions
$100 every month
$15,455+$3,255 · +26.68%
Total invested$12,200
Money-weighted (XIRR)+4.66%
Max drawdown-48.81%
SIP · Biweekly261 contributions
$100 every two weeks
$33,027+$6,927 · +26.54%
Total invested$26,100
Money-weighted (XIRR)+4.65%
Max drawdown-49.54%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$28,253after your settings in ONEX.TO
Profit
+$6,053+27.27% on money in
Annualised return
+3.31%Money-weighted (XIRR)
Deepest dip
-51.56%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-3.36% | -1.58% | -9.99% | -12.52% | +11.94% p.a. | +3.09% p.a. | +2.51% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +6.52% | +1.19% | -20.37% | +15.48% | -12.54% | +36.55% | -33.89% | +42.54% | +24.37% | -0.17% | -7.59% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,855 | +$655 | +6.42% |
| 2017 | $11,500 | $12,235 | +$735 | +6.39% |
| 2018 | $12,700 | $10,728 | -$1,972 | -15.53% |
| 2019 | $13,900 | $13,677 | -$223 | -1.61% |
| 2020 | $15,100 | $13,357 | -$1,743 | -11.54% |
| 2021 | $16,300 | $19,642 | +$3,342 | +20.50% |
| 2022 | $17,500 | $14,045 | -$3,455 | -19.74% |
| 2023 | $18,800 | $21,650 | +$2,850 | +15.16% |
| 2024 | $20,000 | $28,308 | +$8,308 | +41.54% |
| 2025 | $21,200 | $29,523 | +$8,323 | +39.26% |
| 2026 (YTD) | $22,200 | $28,253 | +$6,053 | +27.27% |
Best 12-month stretch
+93.87%Mar 2020 → Mar 2021
Worst 12-month stretch
-44.32%Mar 2019 → Mar 2020
Deepest drawdown
-59.67%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$453on $10,000, trailing 10 years