Lump Sum10 years ago
$10,000 invested once
$64,815+$54,815 · +548.15%
Total invested$10,000
Annualised (CAGR)+20.63%
Max drawdown-76.47%
SIP · Monthly122 contributions
$100 every month
$84,523+$72,323 · +592.81%
Total invested$12,200
Money-weighted (XIRR)+36.55%
Max drawdown-66.83%
SIP · Biweekly261 contributions
$100 every two weeks
$179,524+$153,424 · +587.83%
Total invested$26,100
Money-weighted (XIRR)+36.52%
Max drawdown-66.73%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$149,337after your settings in ORV.TO
Profit
+$127,137+572.69% on money in
Annualised return
+26.10%Money-weighted (XIRR)
Deepest dip
-72.24%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-31.10% | -7.89% | -2.23% | +27.74% | +132.75% p.a. | +39.77% p.a. | +20.63% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -11.11% | 0.00% | -29.17% | -5.88% | +118.75% | -11.43% | -32.26% | -28.57% | +86.67% | +621.43% | -13.37% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,082 | -$1,118 | -10.96% |
| 2017 | $11,500 | $10,407 | -$1,093 | -9.51% |
| 2018 | $12,700 | $8,491 | -$4,209 | -33.15% |
| 2019 | $13,900 | $8,977 | -$4,923 | -35.42% |
| 2020 | $15,100 | $21,581 | +$6,481 | +42.92% |
| 2021 | $16,300 | $20,224 | +$3,924 | +24.08% |
| 2022 | $17,500 | $14,575 | -$2,925 | -16.71% |
| 2023 | $18,800 | $11,561 | -$7,239 | -38.51% |
| 2024 | $20,000 | $23,149 | +$3,149 | +15.74% |
| 2025 | $21,200 | $171,320 | +$150,120 | +708.11% |
| 2026 (YTD) | $22,200 | $149,337 | +$127,137 | +572.69% |
Best 12-month stretch
+886.96%Dec 2024 → Dec 2025
Worst 12-month stretch
-64.71%Mar 2022 → Mar 2023
Deepest drawdown
-76.47%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