Lump Sum10 years ago
$10,000 invested once
$25,571+$15,571 · +155.71%
Total invested$10,000
Annualised (CAGR)+9.88%
Max drawdown-57.75%
SIP · Monthly122 contributions
$100 every month
$21,092+$8,892 · +72.89%
Total invested$12,200
Money-weighted (XIRR)+10.63%
Max drawdown-55.99%
SIP · Biweekly261 contributions
$100 every two weeks
$45,104+$19,004 · +72.81%
Total invested$26,100
Money-weighted (XIRR)+10.65%
Max drawdown-55.68%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$46,664after your settings in PRV-UN.TO
Profit
+$24,464+110.20% on money in
Annualised return
+10.11%Money-weighted (XIRR)
Deepest dip
-57.32%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+4.71% | -3.67% | +5.56% | +20.02% | +26.77% p.a. | +8.29% p.a. | +9.88% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.69% | +19.63% | -3.71% | +34.55% | -9.67% | +20.02% | -5.79% | -12.60% | +20.59% | +33.66% | +10.60% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,573 | +$373 | +3.66% |
| 2017 | $11,500 | $14,078 | +$2,578 | +22.41% |
| 2018 | $12,700 | $14,700 | +$2,000 | +15.75% |
| 2019 | $13,900 | $21,099 | +$7,199 | +51.79% |
| 2020 | $15,100 | $20,612 | +$5,512 | +36.50% |
| 2021 | $16,300 | $26,019 | +$9,719 | +59.63% |
| 2022 | $17,500 | $25,664 | +$8,164 | +46.65% |
| 2023 | $18,800 | $23,664 | +$4,864 | +25.87% |
| 2024 | $20,000 | $29,774 | +$9,774 | +48.87% |
| 2025 | $21,200 | $41,245 | +$20,045 | +94.55% |
| 2026 (YTD) | $22,200 | $46,664 | +$24,464 | +110.20% |
Best 12-month stretch
+119.40%Mar 2020 → Mar 2021
Worst 12-month stretch
-48.75%Apr 2019 → Mar 2020
Deepest drawdown
-57.75%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$8,280on $10,000, trailing 10 years