Lump Sum10 years ago
$10,000 invested once
$23,914+$13,914 · +139.14%
Total invested$10,000
Annualised (CAGR)+9.14%
Max drawdown-58.01%
SIP · Monthly122 contributions
$100 every month
$23,746+$11,546 · +94.64%
Total invested$12,200
Money-weighted (XIRR)+12.87%
Max drawdown-51.75%
SIP · Biweekly261 contributions
$100 every two weeks
$50,987+$24,887 · +95.35%
Total invested$26,100
Money-weighted (XIRR)+12.97%
Max drawdown-51.13%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$47,660after your settings in SEA.TO
Profit
+$25,460+114.68% on money in
Annualised return
+10.40%Money-weighted (XIRR)
Deepest dip
-56.38%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-20.28% | -6.84% | -11.02% | +10.86% | +33.89% p.a. | +9.87% p.a. | +9.14% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -27.70% | +29.26% | +25.58% | -2.06% | +52.59% | -21.96% | -18.66% | -5.53% | +5.98% | +140.42% | -10.76% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,390 | -$2,810 | -27.55% |
| 2017 | $11,500 | $10,864 | -$636 | -5.53% |
| 2018 | $12,700 | $15,064 | +$2,364 | +18.61% |
| 2019 | $13,900 | $15,971 | +$2,071 | +14.90% |
| 2020 | $15,100 | $25,950 | +$10,850 | +71.85% |
| 2021 | $16,300 | $21,358 | +$5,058 | +31.03% |
| 2022 | $17,500 | $18,498 | +$998 | +5.70% |
| 2023 | $18,800 | $18,719 | -$81 | -0.43% |
| 2024 | $20,000 | $20,865 | +$865 | +4.33% |
| 2025 | $21,200 | $52,440 | +$31,240 | +147.36% |
| 2026 (YTD) | $22,200 | $47,660 | +$25,460 | +114.68% |
Best 12-month stretch
+242.79%Feb 2025 → Feb 2026
Worst 12-month stretch
-51.03%Mar 2019 → Mar 2020
Deepest drawdown
-58.01%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