Lump Sum10 years ago
$10,000 invested once
$11,471+$1,471 · +14.71%
Total invested$10,000
Annualised (CAGR)+1.39%
Max drawdown-94.65%
SIP · Monthly122 contributions
$100 every month
$30,244+$18,044 · +147.90%
Total invested$12,200
Money-weighted (XIRR)+17.40%
Max drawdown-77.25%
SIP · Biweekly261 contributions
$100 every two weeks
$64,490+$38,390 · +147.09%
Total invested$26,100
Money-weighted (XIRR)+17.39%
Max drawdown-78.86%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$41,716after your settings in PD.TO
Profit
+$19,516+87.91% on money in
Annualised return
+8.60%Money-weighted (XIRR)
Deepest dip
-90.22%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+13.53% | +10.18% | +1.16% | +58.19% | +18.09% p.a. | +19.24% p.a. | +1.39% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +27.53% | -47.95% | -29.92% | -30.34% | -43.74% | +113.52% | +132.07% | -30.61% | +27.97% | +9.73% | +30.32% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,975 | +$2,775 | +27.21% |
| 2017 | $11,500 | $7,852 | -$3,648 | -31.72% |
| 2018 | $12,700 | $6,338 | -$6,362 | -50.10% |
| 2019 | $13,900 | $5,482 | -$8,418 | -60.56% |
| 2020 | $15,100 | $4,523 | -$10,577 | -70.04% |
| 2021 | $16,300 | $11,063 | -$5,237 | -32.13% |
| 2022 | $17,500 | $27,213 | +$9,713 | +55.50% |
| 2023 | $18,800 | $20,071 | +$1,271 | +6.76% |
| 2024 | $20,000 | $26,910 | +$6,910 | +34.55% |
| 2025 | $21,200 | $31,166 | +$9,966 | +47.01% |
| 2026 (YTD) | $22,200 | $41,716 | +$19,516 | +87.91% |
Best 12-month stretch
+261.98%Apr 2020 → Apr 2021
Worst 12-month stretch
-87.50%Apr 2019 → Apr 2020
Deepest drawdown
-94.65%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