Lump Sum10 years ago
$10,000 invested once
$9,534-$466 · -4.66%
Total invested$10,000
Annualised (CAGR)-0.48%
Max drawdown-93.19%
SIP · Monthly122 contributions
$100 every month
$28,263+$16,063 · +131.66%
Total invested$12,200
Money-weighted (XIRR)+16.14%
Max drawdown-72.48%
SIP · Biweekly261 contributions
$100 every two weeks
$61,309+$35,209 · +134.90%
Total invested$26,100
Money-weighted (XIRR)+16.44%
Max drawdown-72.46%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$37,797after your settings in SCR.TO
Profit
+$15,597+70.26% on money in
Annualised return
+7.26%Money-weighted (XIRR)
Deepest dip
-87.44%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+13.66% | +5.83% | +21.18% | +72.45% | +32.67% p.a. | +8.10% p.a. | -0.48% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +23.40% | -39.66% | -31.43% | -28.33% | -61.05% | +480.60% | -22.88% | -49.66% | +48.71% | +27.88% | +56.02% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,566 | +$2,366 | +23.19% |
| 2017 | $11,500 | $8,669 | -$2,831 | -24.62% |
| 2018 | $12,700 | $6,829 | -$5,871 | -46.23% |
| 2019 | $13,900 | $6,299 | -$7,601 | -54.68% |
| 2020 | $15,100 | $3,752 | -$11,348 | -75.15% |
| 2021 | $16,300 | $24,277 | +$7,977 | +48.94% |
| 2022 | $17,500 | $19,538 | +$2,038 | +11.65% |
| 2023 | $18,800 | $10,690 | -$8,110 | -43.14% |
| 2024 | $20,000 | $17,195 | -$2,805 | -14.03% |
| 2025 | $21,200 | $23,467 | +$2,267 | +10.69% |
| 2026 (YTD) | $22,200 | $37,797 | +$15,597 | +70.26% |
Best 12-month stretch
+600.00%Nov 2020 → Nov 2021
Worst 12-month stretch
-75.37%Mar 2019 → Mar 2020
Deepest drawdown
-93.19%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,009on $10,000, trailing 10 years