Lump Sum10 years ago
$10,000 invested once
$28,400+$18,400 · +184.00%
Total invested$10,000
Annualised (CAGR)+11.04%
Max drawdown-58.69%
SIP · Monthly122 contributions
$100 every month
$25,377+$13,177 · +108.01%
Total invested$12,200
Money-weighted (XIRR)+14.12%
Max drawdown-53.55%
SIP · Biweekly261 contributions
$100 every two weeks
$54,382+$28,282 · +108.36%
Total invested$26,100
Money-weighted (XIRR)+14.19%
Max drawdown-54.62%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$53,778after your settings in PXT.TO
Profit
+$31,578+142.24% on money in
Annualised return
+12.04%Money-weighted (XIRR)
Deepest dip
-56.40%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+12.51% | +29.46% | +15.29% | +73.58% | +14.99% p.a. | +12.28% p.a. | +11.04% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +11.48% | +7.46% | -3.25% | +38.47% | -27.99% | +26.24% | -3.01% | +31.46% | -33.28% | +36.21% | +68.00% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,361 | +$1,161 | +11.38% |
| 2017 | $11,500 | $13,693 | +$2,193 | +19.07% |
| 2018 | $12,700 | $14,322 | +$1,622 | +12.77% |
| 2019 | $13,900 | $21,238 | +$7,338 | +52.79% |
| 2020 | $15,100 | $16,622 | +$1,522 | +10.08% |
| 2021 | $16,300 | $22,217 | +$5,917 | +36.30% |
| 2022 | $17,500 | $22,614 | +$5,114 | +29.22% |
| 2023 | $18,800 | $31,048 | +$12,248 | +65.15% |
| 2024 | $20,000 | $21,822 | +$1,822 | +9.11% |
| 2025 | $21,200 | $31,271 | +$10,071 | +47.51% |
| 2026 (YTD) | $22,200 | $53,778 | +$31,578 | +142.24% |
Best 12-month stretch
+176.87%Apr 2025 → Apr 2026
Worst 12-month stretch
-50.50%Mar 2019 → Mar 2020
Deepest drawdown
-58.69%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,693on $10,000, trailing 10 years