Lump Sum10 years ago
$10,000 invested once
$17,994+$7,994 · +79.94%
Total invested$10,000
Annualised (CAGR)+6.07%
Max drawdown-78.48%
SIP · Monthly122 contributions
$100 every month
$27,970+$15,770 · +129.26%
Total invested$12,200
Money-weighted (XIRR)+15.94%
Max drawdown-51.58%
SIP · Biweekly261 contributions
$100 every two weeks
$59,948+$33,848 · +129.69%
Total invested$26,100
Money-weighted (XIRR)+16.02%
Max drawdown-51.97%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$45,964after your settings in PSK.TO
Profit
+$23,764+107.04% on money in
Annualised return
+9.91%Money-weighted (XIRR)
Deepest dip
-70.62%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+9.87% | +5.33% | +14.05% | +51.61% | +19.52% p.a. | +23.75% p.a. | +6.07% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +11.45% | +2.87% | -40.32% | -12.89% | -31.90% | +38.10% | +64.39% | +11.43% | +27.05% | -0.74% | +38.96% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,353 | +$1,153 | +11.30% |
| 2017 | $11,500 | $13,062 | +$1,562 | +13.58% |
| 2018 | $12,700 | $8,740 | -$3,960 | -31.18% |
| 2019 | $13,900 | $8,714 | -$5,186 | -37.31% |
| 2020 | $15,100 | $7,234 | -$7,866 | -52.10% |
| 2021 | $16,300 | $11,214 | -$5,086 | -31.20% |
| 2022 | $17,500 | $19,922 | +$2,422 | +13.84% |
| 2023 | $18,800 | $23,506 | +$4,706 | +25.03% |
| 2024 | $20,000 | $31,168 | +$11,168 | +55.84% |
| 2025 | $21,200 | $32,260 | +$11,060 | +52.17% |
| 2026 (YTD) | $22,200 | $45,964 | +$23,764 | +107.04% |
Best 12-month stretch
+107.40%Mar 2020 → Mar 2021
Worst 12-month stretch
-60.30%Mar 2019 → Mar 2020
Deepest drawdown
-78.48%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,609on $10,000, trailing 10 years