Lump Sum10 years ago
$10,000 invested once
$157,587+$147,587 · +1475.87%
Total invested$10,000
Annualised (CAGR)+31.88%
Max drawdown-74.29%
SIP · Monthly122 contributions
$100 every month
$76,523+$64,323 · +527.24%
Total invested$12,200
Money-weighted (XIRR)+34.69%
Max drawdown-54.48%
SIP · Biweekly261 contributions
$100 every two weeks
$164,658+$138,558 · +530.88%
Total invested$26,100
Money-weighted (XIRR)+34.89%
Max drawdown-54.67%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$234,110after your settings in QRC.TO
Profit
+$211,910+954.55% on money in
Annualised return
+32.53%Money-weighted (XIRR)
Deepest dip
-69.11%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.07% | -7.03% | -10.70% | +61.50% | +33.21% p.a. | +14.57% p.a. | +31.88% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -25.00% | +53.33% | -52.17% | +754.54% | +63.83% | +3.19% | -10.59% | +24.16% | -8.45% | +63.11% | +19.63% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,650 | -$2,550 | -25.00% |
| 2017 | $11,500 | $12,966 | +$1,466 | +12.75% |
| 2018 | $12,700 | $7,175 | -$5,525 | -43.50% |
| 2019 | $13,900 | $64,448 | +$50,548 | +363.65% |
| 2020 | $15,100 | $107,809 | +$92,709 | +613.97% |
| 2021 | $16,300 | $112,514 | +$96,214 | +590.27% |
| 2022 | $17,500 | $101,796 | +$84,296 | +481.69% |
| 2023 | $18,800 | $127,972 | +$109,172 | +580.70% |
| 2024 | $20,000 | $118,289 | +$98,289 | +491.45% |
| 2025 | $21,200 | $194,875 | +$173,675 | +819.22% |
| 2026 (YTD) | $22,200 | $234,110 | +$211,910 | +954.55% |
Best 12-month stretch
+944.44%Oct 2018 → Oct 2019
Worst 12-month stretch
-60.87%Oct 2017 → Oct 2018
Deepest drawdown
-74.29%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$10,750on $10,000, trailing 10 years