Lump Sum10 years ago
$10,000 invested once
$22,154+$12,154 · +121.54%
Total invested$10,000
Annualised (CAGR)+8.31%
Max drawdown-87.60%
SIP · Monthly122 contributions
$100 every month
$37,848+$25,648 · +210.23%
Total invested$12,200
Money-weighted (XIRR)+21.58%
Max drawdown-79.29%
SIP · Biweekly261 contributions
$100 every two weeks
$80,601+$54,501 · +208.82%
Total invested$26,100
Money-weighted (XIRR)+21.55%
Max drawdown-79.04%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$60,001after your settings in PPTA.TO
Profit
+$37,801+170.28% on money in
Annualised return
+13.52%Money-weighted (XIRR)
Deepest dip
-84.29%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-30.60% | -8.35% | -42.17% | -29.33% | +67.26% p.a. | +31.31% p.a. | +8.31% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -16.35% | -32.18% | +83.05% | -36.11% | +76.81% | -50.57% | -34.49% | +6.08% | +280.91% | +110.90% | -31.55% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,543 | -$1,657 | -16.25% |
| 2017 | $11,500 | $6,837 | -$4,663 | -40.55% |
| 2018 | $12,700 | $13,996 | +$1,296 | +10.20% |
| 2019 | $13,900 | $10,139 | -$3,761 | -27.06% |
| 2020 | $15,100 | $19,864 | +$4,764 | +31.55% |
| 2021 | $16,300 | $10,735 | -$5,565 | -34.14% |
| 2022 | $17,500 | $8,279 | -$9,221 | -52.69% |
| 2023 | $18,800 | $9,907 | -$8,893 | -47.30% |
| 2024 | $20,000 | $40,174 | +$20,174 | +100.87% |
| 2025 | $21,200 | $86,670 | +$65,470 | +308.82% |
| 2026 (YTD) | $22,200 | $60,001 | +$37,801 | +170.28% |
Best 12-month stretch
+357.29%Feb 2024 → Feb 2025
Worst 12-month stretch
-64.95%Aug 2020 → Aug 2021
Deepest drawdown
-87.60%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