Lump Sum10 years ago
$10,000 invested once
$29,302+$19,302 · +193.02%
Total invested$10,000
Annualised (CAGR)+11.39%
Max drawdown-63.01%
SIP · Monthly122 contributions
$100 every month
$27,946+$15,746 · +129.06%
Total invested$12,200
Money-weighted (XIRR)+15.93%
Max drawdown-46.10%
SIP · Biweekly261 contributions
$100 every two weeks
$59,744+$33,644 · +128.90%
Total invested$26,100
Money-weighted (XIRR)+15.96%
Max drawdown-46.48%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$57,248after your settings in PAAS.TO
Profit
+$35,048+157.87% on money in
Annualised return
+12.88%Money-weighted (XIRR)
Deepest dip
-55.17%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-17.33% | -9.16% | -26.04% | +11.93% | +41.68% p.a. | +14.49% p.a. | +11.39% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -8.39% | -2.74% | +3.36% | +53.52% | +45.21% | -27.25% | -28.31% | +0.37% | +42.52% | +136.21% | -19.01% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,345 | -$855 | -8.38% |
| 2017 | $11,500 | $10,263 | -$1,237 | -10.76% |
| 2018 | $12,700 | $11,797 | -$903 | -7.11% |
| 2019 | $13,900 | $19,977 | +$6,077 | +43.72% |
| 2020 | $15,100 | $30,535 | +$15,435 | +102.22% |
| 2021 | $16,300 | $23,280 | +$6,980 | +42.82% |
| 2022 | $17,500 | $17,719 | +$219 | +1.25% |
| 2023 | $18,800 | $19,088 | +$288 | +1.53% |
| 2024 | $20,000 | $28,633 | +$8,633 | +43.16% |
| 2025 | $21,200 | $69,689 | +$48,489 | +228.72% |
| 2026 (YTD) | $22,200 | $57,248 | +$35,048 | +157.87% |
Best 12-month stretch
+178.92%Jan 2025 → Jan 2026
Worst 12-month stretch
-40.04%Nov 2021 → Nov 2022
Deepest drawdown
-63.01%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,946on $10,000, trailing 10 years