Lump Sum10 years ago
$10,000 invested once
$31,387+$21,387 · +213.87%
Total invested$10,000
Annualised (CAGR)+12.16%
Max drawdown-56.29%
SIP · Monthly122 contributions
$100 every month
$26,156+$13,956 · +114.39%
Total invested$12,200
Money-weighted (XIRR)+14.69%
Max drawdown-54.40%
SIP · Biweekly261 contributions
$100 every two weeks
$55,995+$29,895 · +114.54%
Total invested$26,100
Money-weighted (XIRR)+14.74%
Max drawdown-54.95%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$57,543after your settings in PPL.TO
Profit
+$35,343+159.20% on money in
Annualised return
+12.95%Money-weighted (XIRR)
Deepest dip
-55.82%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+11.46% | -1.67% | +21.46% | +38.62% | +24.93% p.a. | +17.62% p.a. | +12.16% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +8.14% | +13.75% | -2.35% | +18.11% | -31.46% | +36.13% | +26.63% | +5.56% | +23.36% | +4.56% | +37.55% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,026 | +$826 | +8.10% |
| 2017 | $11,500 | $13,950 | +$2,450 | +21.30% |
| 2018 | $12,700 | $14,826 | +$2,126 | +16.74% |
| 2019 | $13,900 | $18,726 | +$4,826 | +34.72% |
| 2020 | $15,100 | $13,979 | -$1,121 | -7.42% |
| 2021 | $16,300 | $20,271 | +$3,971 | +24.36% |
| 2022 | $17,500 | $26,911 | +$9,411 | +53.78% |
| 2023 | $18,800 | $29,813 | +$11,013 | +58.58% |
| 2024 | $20,000 | $38,048 | +$18,048 | +90.24% |
| 2025 | $21,200 | $41,021 | +$19,821 | +93.50% |
| 2026 (YTD) | $22,200 | $57,543 | +$35,343 | +159.20% |
Best 12-month stretch
+74.89%Mar 2020 → Mar 2021
Worst 12-month stretch
-51.26%Mar 2019 → Mar 2020
Deepest drawdown
-56.29%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,379on $10,000, trailing 10 years