Lump Sum10 years ago
$10,000 invested once
$73,482+$63,482 · +634.82%
Total invested$10,000
Annualised (CAGR)+22.16%
Max drawdown-55.54%
SIP · Monthly122 contributions
$100 every month
$48,005+$35,805 · +293.48%
Total invested$12,200
Money-weighted (XIRR)+26.00%
Max drawdown-40.67%
SIP · Biweekly261 contributions
$100 every two weeks
$102,951+$76,851 · +294.45%
Total invested$26,100
Money-weighted (XIRR)+26.11%
Max drawdown-41.34%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$121,487after your settings in RUS.TO
Profit
+$99,287+447.24% on money in
Annualised return
+23.21%Money-weighted (XIRR)
Deepest dip
-49.50%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+3.33% | +25.30% | +71.57% | +114.95% | +42.91% p.a. | +27.23% p.a. | +22.16% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +28.73% | +20.69% | -22.51% | +11.77% | +10.35% | +55.24% | -10.01% | +63.28% | -2.47% | +7.87% | +106.20% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,095 | +$2,895 | +28.38% |
| 2017 | $11,500 | $17,256 | +$5,756 | +50.05% |
| 2018 | $12,700 | $14,357 | +$1,657 | +13.05% |
| 2019 | $13,900 | $17,294 | +$3,394 | +24.42% |
| 2020 | $15,100 | $20,693 | +$5,593 | +37.04% |
| 2021 | $16,300 | $33,469 | +$17,169 | +105.33% |
| 2022 | $17,500 | $31,320 | +$13,820 | +78.97% |
| 2023 | $18,800 | $52,797 | +$33,997 | +180.84% |
| 2024 | $20,000 | $52,755 | +$32,755 | +163.77% |
| 2025 | $21,200 | $58,197 | +$36,997 | +174.52% |
| 2026 (YTD) | $22,200 | $121,487 | +$99,287 | +447.24% |
Best 12-month stretch
+153.74%May 2020 → May 2021
Worst 12-month stretch
-44.06%Mar 2019 → Mar 2020
Deepest drawdown
-55.54%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,814on $10,000, trailing 10 years