Lump Sum10 years ago
$10,000 invested once
$657,500+$647,500 · +6475.00%
Total invested$10,000
Annualised (CAGR)+52.20%
Max drawdown-93.68%
SIP · Monthly122 contributions
$100 every month
$72,413+$60,213 · +493.55%
Total invested$12,200
Money-weighted (XIRR)+33.65%
Max drawdown-82.91%
SIP · Biweekly261 contributions
$100 every two weeks
$152,904+$126,804 · +485.84%
Total invested$26,100
Money-weighted (XIRR)+33.50%
Max drawdown-82.39%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$729,913after your settings in RIO.TO
Profit
+$707,713+3187.90% on money in
Annualised return
+49.75%Money-weighted (XIRR)
Deepest dip
-93.39%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-27.15% | -0.38% | -4.36% | +34.18% | +136.73% p.a. | +33.64% p.a. | +52.20% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +1150.00% | +80.00% | -43.33% | -11.76% | +100.00% | -28.89% | -68.75% | +100.00% | +57.50% | +434.92% | -21.96% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $126,359 | +$116,159 | +1138.81% |
| 2017 | $11,500 | $228,606 | +$217,106 | +1887.88% |
| 2018 | $12,700 | $130,459 | +$117,759 | +927.24% |
| 2019 | $13,900 | $116,420 | +$102,520 | +737.56% |
| 2020 | $15,100 | $234,924 | +$219,824 | +1455.78% |
| 2021 | $16,300 | $168,130 | +$151,830 | +931.47% |
| 2022 | $17,500 | $53,553 | +$36,053 | +206.01% |
| 2023 | $18,800 | $109,519 | +$90,719 | +482.55% |
| 2024 | $20,000 | $174,019 | +$154,019 | +770.10% |
| 2025 | $21,200 | $934,153 | +$912,953 | +4306.38% |
| 2026 (YTD) | $22,200 | $729,913 | +$707,713 | +3187.90% |
Best 12-month stretch
+2400.00%Oct 2016 → Oct 2017
Worst 12-month stretch
-82.61%Aug 2021 → Aug 2022
Deepest drawdown
-93.68%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years