Lump Sum10 years ago
$10,000 invested once
$4,959-$5,041 · -50.41%
Total invested$10,000
Annualised (CAGR)-6.80%
Max drawdown-97.86%
SIP · Monthly122 contributions
$100 every month
$39,690+$27,490 · +225.33%
Total invested$12,200
Money-weighted (XIRR)+22.46%
Max drawdown-88.02%
SIP · Biweekly261 contributions
$100 every two weeks
$83,796+$57,696 · +221.06%
Total invested$26,100
Money-weighted (XIRR)+22.28%
Max drawdown-88.02%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$44,649after your settings in PMET.TO
Profit
+$22,449+101.12% on money in
Annualised return
+9.52%Money-weighted (XIRR)
Deepest dip
-93.67%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-32.37% | -30.05% | -41.01% | -17.79% | -35.16% p.a. | +62.67% p.a. | -6.80% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -46.34% | +31.82% | -75.86% | -74.29% | +11.11% | +70.00% | +1194.12% | +50.45% | -63.85% | +54.32% | -44.95% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $5,535 | -$4,665 | -45.73% |
| 2017 | $11,500 | $9,148 | -$2,352 | -20.45% |
| 2018 | $12,700 | $3,059 | -$9,641 | -75.91% |
| 2019 | $13,900 | $1,317 | -$12,583 | -90.53% |
| 2020 | $15,100 | $2,761 | -$12,339 | -81.72% |
| 2021 | $16,300 | $6,596 | -$9,704 | -59.53% |
| 2022 | $17,500 | $90,327 | +$72,827 | +416.15% |
| 2023 | $18,800 | $137,014 | +$118,214 | +628.80% |
| 2024 | $20,000 | $50,436 | +$30,436 | +152.18% |
| 2025 | $21,200 | $79,962 | +$58,762 | +277.18% |
| 2026 (YTD) | $22,200 | $44,649 | +$22,449 | +101.12% |
Best 12-month stretch
+2742.11%Jan 2022 → Jan 2023
Worst 12-month stretch
-92.00%Apr 2019 → Apr 2020
Deepest drawdown
-97.86%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