Lump Sum10 years ago
$10,000 invested once
$13,706+$3,706 · +37.06%
Total invested$10,000
Annualised (CAGR)+3.21%
Max drawdown-96.07%
SIP · Monthly122 contributions
$100 every month
$57,652+$45,452 · +372.56%
Total invested$12,200
Money-weighted (XIRR)+29.40%
Max drawdown-66.94%
SIP · Biweekly261 contributions
$100 every two weeks
$123,399+$97,299 · +372.79%
Total invested$26,100
Money-weighted (XIRR)+29.49%
Max drawdown-65.51%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$71,359after your settings in PEY.TO
Profit
+$49,159+221.44% on money in
Annualised return
+15.88%Money-weighted (XIRR)
Deepest dip
-89.98%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+8.28% | -0.89% | +8.03% | +31.88% | +30.25% p.a. | +30.51% p.a. | +3.21% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.15% | -51.87% | -44.25% | -50.47% | -16.71% | +228.17% | +54.09% | -3.34% | +54.38% | +42.57% | +17.59% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,980 | -$220 | -2.15% |
| 2017 | $11,500 | $5,732 | -$5,768 | -50.15% |
| 2018 | $12,700 | $4,140 | -$8,560 | -67.40% |
| 2019 | $13,900 | $3,114 | -$10,786 | -77.60% |
| 2020 | $15,100 | $4,149 | -$10,951 | -72.52% |
| 2021 | $16,300 | $15,368 | -$932 | -5.72% |
| 2022 | $17,500 | $25,067 | +$7,567 | +43.24% |
| 2023 | $18,800 | $25,571 | +$6,771 | +36.02% |
| 2024 | $20,000 | $40,898 | +$20,898 | +104.49% |
| 2025 | $21,200 | $59,802 | +$38,602 | +182.09% |
| 2026 (YTD) | $22,200 | $71,359 | +$49,159 | +221.44% |
Best 12-month stretch
+474.10%Mar 2020 → Mar 2021
Worst 12-month stretch
-84.37%Mar 2019 → Mar 2020
Deepest drawdown
-96.07%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,436on $10,000, trailing 10 years