Lump Sum10 years ago
$10,000 invested once
$56,697+$46,697 · +466.97%
Total invested$10,000
Annualised (CAGR)+19.02%
Max drawdown-86.36%
SIP · Monthly122 contributions
$100 every month
$68,831+$56,631 · +464.19%
Total invested$12,200
Money-weighted (XIRR)+32.71%
Max drawdown-74.05%
SIP · Biweekly261 contributions
$100 every two weeks
$148,877+$122,777 · +470.41%
Total invested$26,100
Money-weighted (XIRR)+33.00%
Max drawdown-74.96%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$125,528after your settings in PHX.TO
Profit
+$103,328+465.44% on money in
Annualised return
+23.67%Money-weighted (XIRR)
Deepest dip
-79.58%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+9.78% | +20.57% | +8.98% | +91.29% | +33.41% p.a. | +31.75% p.a. | +19.02% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.85% | -42.82% | +2.55% | +19.09% | -10.96% | +82.90% | +85.51% | +13.95% | +28.92% | -11.81% | +82.21% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,599 | +$1,399 | +13.71% |
| 2017 | $11,500 | $7,787 | -$3,713 | -32.28% |
| 2018 | $12,700 | $9,238 | -$3,462 | -27.26% |
| 2019 | $13,900 | $12,248 | -$1,652 | -11.88% |
| 2020 | $15,100 | $13,319 | -$1,781 | -11.79% |
| 2021 | $16,300 | $25,821 | +$9,521 | +58.41% |
| 2022 | $17,500 | $49,521 | +$32,021 | +182.98% |
| 2023 | $18,800 | $57,940 | +$39,140 | +208.19% |
| 2024 | $20,000 | $75,987 | +$55,987 | +279.93% |
| 2025 | $21,200 | $68,216 | +$47,016 | +221.77% |
| 2026 (YTD) | $22,200 | $125,528 | +$103,328 | +465.44% |
Best 12-month stretch
+506.40%May 2020 → May 2021
Worst 12-month stretch
-81.95%Apr 2019 → Apr 2020
Deepest drawdown
-86.36%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$10,042on $10,000, trailing 10 years