Lump Sum10 years ago
$10,000 invested once
$20,159+$10,159 · +101.59%
Total invested$10,000
Annualised (CAGR)+7.29%
Max drawdown-27.41%
SIP · Monthly122 contributions
$100 every month
$19,561+$7,361 · +60.34%
Total invested$12,200
Money-weighted (XIRR)+9.20%
Max drawdown-17.26%
SIP · Biweekly261 contributions
$100 every two weeks
$41,890+$15,790 · +60.50%
Total invested$26,100
Money-weighted (XIRR)+9.24%
Max drawdown-18.15%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$39,720after your settings in RSI.TO
Profit
+$17,520+78.92% on money in
Annualised return
+7.93%Money-weighted (XIRR)
Deepest dip
-21.28%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.27% | -4.10% | +5.91% | +11.94% | +16.54% p.a. | +9.81% p.a. | +7.29% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +12.42% | -1.78% | -7.59% | -7.13% | +26.60% | +12.89% | +1.50% | +0.71% | +19.39% | +4.95% | +16.20% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,458 | +$1,258 | +12.34% |
| 2017 | $11,500 | $12,585 | +$1,085 | +9.43% |
| 2018 | $12,700 | $12,842 | +$142 | +1.12% |
| 2019 | $13,900 | $13,001 | -$899 | -6.47% |
| 2020 | $15,100 | $17,901 | +$2,801 | +18.55% |
| 2021 | $16,300 | $21,532 | +$5,232 | +32.10% |
| 2022 | $17,500 | $23,014 | +$5,514 | +31.51% |
| 2023 | $18,800 | $24,443 | +$5,643 | +30.02% |
| 2024 | $20,000 | $30,526 | +$10,526 | +52.63% |
| 2025 | $21,200 | $33,302 | +$12,102 | +57.08% |
| 2026 (YTD) | $22,200 | $39,720 | +$17,520 | +78.92% |
Best 12-month stretch
+44.20%Mar 2020 → Mar 2021
Worst 12-month stretch
-26.20%Mar 2019 → Mar 2020
Deepest drawdown
-27.41%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,863on $10,000, trailing 10 years