Lump Sum10 years ago
$10,000 invested once
$13,381+$3,381 · +33.81%
Total invested$10,000
Annualised (CAGR)+2.97%
Max drawdown-54.24%
SIP · Monthly122 contributions
$100 every month
$14,987+$2,787 · +22.85%
Total invested$12,200
Money-weighted (XIRR)+4.06%
Max drawdown-33.55%
SIP · Biweekly261 contributions
$100 every two weeks
$32,090+$5,990 · +22.95%
Total invested$26,100
Money-weighted (XIRR)+4.09%
Max drawdown-33.36%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$28,369after your settings in PZA.TO
Profit
+$6,169+27.79% on money in
Annualised return
+3.36%Money-weighted (XIRR)
Deepest dip
-40.84%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.96% | -15.29% | -31.42% | -29.56% | -1.14% p.a. | +4.23% p.a. | +2.97% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +16.41% | -3.55% | -38.79% | +16.81% | +0.86% | +39.06% | +20.70% | +14.91% | -5.05% | +27.29% | -29.11% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,865 | +$1,665 | +16.32% |
| 2017 | $11,500 | $12,721 | +$1,221 | +10.62% |
| 2018 | $12,700 | $8,809 | -$3,891 | -30.64% |
| 2019 | $13,900 | $11,531 | -$2,369 | -17.04% |
| 2020 | $15,100 | $12,960 | -$2,140 | -14.17% |
| 2021 | $16,300 | $19,406 | +$3,106 | +19.06% |
| 2022 | $17,500 | $24,741 | +$7,241 | +41.38% |
| 2023 | $18,800 | $29,819 | +$11,019 | +58.61% |
| 2024 | $20,000 | $29,514 | +$9,514 | +47.57% |
| 2025 | $21,200 | $38,881 | +$17,681 | +83.40% |
| 2026 (YTD) | $22,200 | $28,369 | +$6,169 | +27.79% |
Best 12-month stretch
+70.35%Mar 2020 → Mar 2021
Worst 12-month stretch
-47.00%Oct 2017 → Oct 2018
Deepest drawdown
-54.24%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,405on $10,000, trailing 10 years