Lump Sum10 years ago
$10,000 invested once
$8,200-$1,800 · -18.00%
Total invested$10,000
Annualised (CAGR)-2.37%
Max drawdown-86.84%
SIP · Monthly101 contributions
$100 every month
$7,295-$2,805 · -27.77%
Total invested$10,100
Money-weighted (XIRR)NaN%
Max drawdown-78.97%
SIP · Biweekly217 contributions
$100 every two weeks
$15,566-$6,134 · -28.27%
Total invested$21,700
Money-weighted (XIRR)NaN%
Max drawdown-79.55%
Playground
How you invest
Growth of your contributions
You invest
$20,100
It would be worth
$15,495after your settings in PRN.TO
Profit
-$4,605-22.91% on money in
Annualised return
-4.20%Money-weighted (XIRR)
Deepest dip
-85.15%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-4.65% | -24.22% | -18.43% | +1.17% | -11.54% p.a. | -14.17% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -29.47% | +101.79% | +93.71% | -45.55% | +1.54% | -23.34% | +1.08% | -5.97% | -26.16% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $10,600 | $7,615 | -$2,985 | -28.16% |
| 2019 | $11,800 | $17,199 | +$5,399 | +45.75% |
| 2020 | $13,100 | $35,023 | +$21,923 | +167.35% |
| 2021 | $14,300 | $19,932 | +$5,632 | +39.38% |
| 2022 | $15,500 | $22,219 | +$6,719 | +43.35% |
| 2023 | $16,700 | $17,975 | +$1,275 | +7.64% |
| 2024 | $17,900 | $19,362 | +$1,462 | +8.17% |
| 2025 | $19,200 | $19,926 | +$726 | +3.78% |
| 2026 (YTD) | $20,100 | $15,495 | -$4,605 | -22.91% |
Best 12-month stretch
+279.38%Jul 2019 → Jul 2020
Worst 12-month stretch
-73.58%Oct 2021 → Oct 2022
Deepest drawdown
-86.84%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