Lump Sum10 years ago
$10,000 invested once
$20,925+$10,925 · +109.25%
Total invested$10,000
Annualised (CAGR)+7.69%
Max drawdown-42.12%
SIP · Monthly122 contributions
$100 every month
$22,473+$10,273 · +84.20%
Total invested$12,200
Money-weighted (XIRR)+11.83%
Max drawdown-40.27%
SIP · Biweekly261 contributions
$100 every two weeks
$48,151+$22,051 · +84.49%
Total invested$26,100
Money-weighted (XIRR)+11.89%
Max drawdown-39.70%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$43,398after your settings in PLZ-UN.TO
Profit
+$21,198+95.49% on money in
Annualised return
+9.13%Money-weighted (XIRR)
Deepest dip
-41.58%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.21% | +3.09% | +22.58% | +37.18% | +23.24% p.a. | +10.33% p.a. | +7.69% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.48% | -9.66% | +0.22% | +21.49% | -13.76% | +39.55% | +1.15% | -11.82% | +5.64% | +26.43% | +30.76% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,350 | +$150 | +1.47% |
| 2017 | $11,500 | $10,592 | -$908 | -7.89% |
| 2018 | $12,700 | $11,807 | -$893 | -7.03% |
| 2019 | $13,900 | $15,666 | +$1,766 | +12.71% |
| 2020 | $15,100 | $14,815 | -$285 | -1.89% |
| 2021 | $16,300 | $22,063 | +$5,763 | +35.36% |
| 2022 | $17,500 | $23,572 | +$6,072 | +34.70% |
| 2023 | $18,800 | $22,025 | +$3,225 | +17.15% |
| 2024 | $20,000 | $24,494 | +$4,494 | +22.47% |
| 2025 | $21,200 | $32,312 | +$11,112 | +52.41% |
| 2026 (YTD) | $22,200 | $43,398 | +$21,198 | +95.49% |
Best 12-month stretch
+63.83%May 2020 → May 2021
Worst 12-month stretch
-31.20%Apr 2019 → Mar 2020
Deepest drawdown
-42.12%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,559on $10,000, trailing 10 years