Lump Sum10 years ago
$10,000 invested once
$33,750+$23,750 · +237.50%
Total invested$10,000
Annualised (CAGR)+15.83%
Max drawdown-68.07%
SIP · Monthly101 contributions
$100 every month
$30,044+$19,944 · +197.47%
Total invested$10,100
Money-weighted (XIRR)+25.45%
Max drawdown-52.77%
SIP · Biweekly217 contributions
$100 every two weeks
$64,347+$42,647 · +196.53%
Total invested$21,700
Money-weighted (XIRR)+25.53%
Max drawdown-51.20%
Playground
How you invest
Growth of your contributions
You invest
$20,100
It would be worth
$63,794after your settings in ORE.TO
Profit
+$43,694+217.38% on money in
Annualised return
+18.69%Money-weighted (XIRR)
Deepest dip
-65.46%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-16.41% | +19.47% | +20.00% | +86.21% | +43.87% p.a. | +17.67% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -28.75% | +8.77% | +77.42% | +9.09% | +5.00% | -32.54% | -22.35% | +166.67% | +53.41% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $10,600 | $7,674 | -$2,926 | -27.60% |
| 2019 | $11,800 | $9,633 | -$2,167 | -18.37% |
| 2020 | $13,100 | $19,213 | +$6,113 | +46.66% |
| 2021 | $14,300 | $22,240 | +$7,940 | +55.52% |
| 2022 | $15,500 | $24,499 | +$8,999 | +58.06% |
| 2023 | $16,700 | $17,462 | +$762 | +4.56% |
| 2024 | $17,900 | $14,594 | -$3,306 | -18.47% |
| 2025 | $19,200 | $40,944 | +$21,744 | +113.25% |
| 2026 (YTD) | $20,100 | $63,794 | +$43,694 | +217.38% |
Best 12-month stretch
+273.58%Mar 2020 → Mar 2021
Worst 12-month stretch
-50.93%Mar 2019 → Mar 2020
Deepest drawdown
-68.07%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