Lump Sum10 years ago
$10,000 invested once
$65,434+$55,434 · +554.34%
Total invested$10,000
Annualised (CAGR)+20.74%
Max drawdown-96.10%
SIP · Monthly122 contributions
$100 every month
$96,322+$84,122 · +689.52%
Total invested$12,200
Money-weighted (XIRR)+39.01%
Max drawdown-82.11%
SIP · Biweekly261 contributions
$100 every two weeks
$203,453+$177,353 · +679.51%
Total invested$26,100
Money-weighted (XIRR)+38.88%
Max drawdown-83.81%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$161,756after your settings in POU.TO
Profit
+$139,556+628.63% on money in
Annualised return
+27.23%Money-weighted (XIRR)
Deepest dip
-94.24%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+14.95% | +12.80% | +21.77% | +54.68% | +30.49% p.a. | +32.10% p.a. | +20.74% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +32.97% | +14.81% | -57.16% | -11.06% | -32.43% | +396.81% | +21.05% | -1.72% | +31.44% | +46.85% | +45.93% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,529 | +$3,329 | +32.64% |
| 2017 | $11,500 | $16,858 | +$5,358 | +46.59% |
| 2018 | $12,700 | $8,021 | -$4,679 | -36.85% |
| 2019 | $13,900 | $8,397 | -$5,503 | -39.59% |
| 2020 | $15,100 | $8,476 | -$6,624 | -43.87% |
| 2021 | $16,300 | $44,433 | +$28,133 | +172.60% |
| 2022 | $17,500 | $54,981 | +$37,481 | +214.18% |
| 2023 | $18,800 | $55,199 | +$36,399 | +193.61% |
| 2024 | $20,000 | $73,915 | +$53,915 | +269.58% |
| 2025 | $21,200 | $110,031 | +$88,831 | +419.02% |
| 2026 (YTD) | $22,200 | $161,756 | +$139,556 | +628.63% |
Best 12-month stretch
+1031.13%Jun 2020 → Jun 2021
Worst 12-month stretch
-86.50%Mar 2019 → Mar 2020
Deepest drawdown
-96.10%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$17,076on $10,000, trailing 10 years