Lump Sum10 years ago
$10,000 invested once
$55,862+$45,862 · +458.62%
Total invested$10,000
Annualised (CAGR)+18.84%
Max drawdown-43.86%
SIP · Monthly122 contributions
$100 every month
$43,196+$30,996 · +254.07%
Total invested$12,200
Money-weighted (XIRR)+24.04%
Max drawdown-41.31%
SIP · Biweekly261 contributions
$100 every two weeks
$92,506+$66,406 · +254.43%
Total invested$26,100
Money-weighted (XIRR)+24.12%
Max drawdown-41.79%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$99,058after your settings in POW.TO
Profit
+$76,858+346.21% on money in
Annualised return
+20.38%Money-weighted (XIRR)
Deepest dip
-43.06%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.27% | +0.20% | +28.44% | +50.00% | +48.52% p.a. | +23.69% p.a. | +18.84% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.42% | +12.78% | -18.66% | +40.71% | -4.42% | +49.93% | -19.21% | +26.19% | +22.38% | +71.02% | +31.75% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,948 | +$748 | +7.33% |
| 2017 | $11,500 | $13,731 | +$2,231 | +19.40% |
| 2018 | $12,700 | $12,246 | -$454 | -3.58% |
| 2019 | $13,900 | $18,638 | +$4,738 | +34.08% |
| 2020 | $15,100 | $19,252 | +$4,152 | +27.50% |
| 2021 | $16,300 | $30,237 | +$13,937 | +85.50% |
| 2022 | $17,500 | $25,539 | +$8,039 | +45.94% |
| 2023 | $18,800 | $33,641 | +$14,841 | +78.94% |
| 2024 | $20,000 | $42,505 | +$22,505 | +112.52% |
| 2025 | $21,200 | $74,303 | +$53,103 | +250.49% |
| 2026 (YTD) | $22,200 | $99,058 | +$76,858 | +346.21% |
Best 12-month stretch
+105.71%May 2020 → May 2021
Worst 12-month stretch
-34.18%Mar 2019 → Mar 2020
Deepest drawdown
-43.86%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,954on $10,000, trailing 10 years