Lump Sum10 years ago
$10,000 invested once
$14,530+$4,530 · +45.30%
Total invested$10,000
Annualised (CAGR)+3.82%
Max drawdown-49.42%
SIP · Monthly122 contributions
$100 every month
$16,703+$4,503 · +36.91%
Total invested$12,200
Money-weighted (XIRR)+6.17%
Max drawdown-45.54%
SIP · Biweekly261 contributions
$100 every two weeks
$35,803+$9,703 · +37.18%
Total invested$26,100
Money-weighted (XIRR)+6.22%
Max drawdown-44.18%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$31,233after your settings in REI-UN.TO
Profit
+$9,033+40.69% on money in
Annualised return
+4.67%Money-weighted (XIRR)
Deepest dip
-48.13%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+4.06% | -3.88% | +3.87% | +16.41% | +15.77% p.a. | +4.87% p.a. | +3.82% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.93% | -3.23% | +2.98% | +19.34% | -31.60% | +43.35% | -3.42% | -6.86% | +5.87% | +7.75% | +19.15% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,395 | +$195 | +1.91% |
| 2017 | $11,500 | $11,355 | -$145 | -1.26% |
| 2018 | $12,700 | $12,903 | +$203 | +1.60% |
| 2019 | $13,900 | $16,659 | +$2,759 | +19.85% |
| 2020 | $15,100 | $12,652 | -$2,448 | -16.21% |
| 2021 | $16,300 | $19,487 | +$3,187 | +19.55% |
| 2022 | $17,500 | $20,028 | +$2,528 | +14.45% |
| 2023 | $18,800 | $19,910 | +$1,110 | +5.90% |
| 2024 | $20,000 | $22,330 | +$2,330 | +11.65% |
| 2025 | $21,200 | $25,339 | +$4,139 | +19.53% |
| 2026 (YTD) | $22,200 | $31,233 | +$9,033 | +40.69% |
Best 12-month stretch
+67.55%Sep 2020 → Sep 2021
Worst 12-month stretch
-44.56%May 2019 → May 2020
Deepest drawdown
-49.42%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,607on $10,000, trailing 10 years