Lump Sum10 years ago
$10,000 invested once
$21,421+$11,421 · +114.21%
Total invested$10,000
Annualised (CAGR)+7.94%
Max drawdown-95.00%
SIP · Monthly122 contributions
$100 every month
$84,342+$72,142 · +591.33%
Total invested$12,200
Money-weighted (XIRR)+36.51%
Max drawdown-68.67%
SIP · Biweekly261 contributions
$100 every two weeks
$184,811+$158,711 · +608.09%
Total invested$26,100
Money-weighted (XIRR)+37.07%
Max drawdown-69.38%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$105,763after your settings in SDE.TO
Profit
+$83,563+376.41% on money in
Annualised return
+21.28%Money-weighted (XIRR)
Deepest dip
-87.80%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+15.27% | +22.69% | +17.46% | +149.50% | +49.60% p.a. | +46.41% p.a. | +7.94% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -10.00% | -44.44% | -80.00% | +200.00% | -50.33% | +100.34% | +158.91% | -44.45% | +20.13% | +108.66% | +99.06% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,180 | -$1,020 | -10.00% |
| 2017 | $11,500 | $6,447 | -$5,053 | -43.94% |
| 2018 | $12,700 | $1,773 | -$10,927 | -86.04% |
| 2019 | $13,900 | $8,309 | -$5,591 | -40.22% |
| 2020 | $15,100 | $5,260 | -$9,840 | -65.16% |
| 2021 | $16,300 | $12,021 | -$4,279 | -26.25% |
| 2022 | $17,500 | $32,825 | +$15,325 | +87.57% |
| 2023 | $18,800 | $19,122 | +$322 | +1.71% |
| 2024 | $20,000 | $24,134 | +$4,134 | +20.67% |
| 2025 | $21,200 | $52,480 | +$31,280 | +147.55% |
| 2026 (YTD) | $22,200 | $105,763 | +$83,563 | +376.41% |
Best 12-month stretch
+401.85%Apr 2025 → Apr 2026
Worst 12-month stretch
-81.82%Jan 2018 → Dec 2018
Deepest drawdown
-95.00%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,050on $10,000, trailing 10 years