Lump Sum10 years ago
$10,000 invested once
$29,703+$19,703 · +197.03%
Total invested$10,000
Annualised (CAGR)+11.54%
Max drawdown-60.00%
SIP · Monthly122 contributions
$100 every month
$22,042+$9,842 · +80.67%
Total invested$12,200
Money-weighted (XIRR)+11.46%
Max drawdown-40.67%
SIP · Biweekly261 contributions
$100 every two weeks
$47,174+$21,074 · +80.75%
Total invested$26,100
Money-weighted (XIRR)+11.50%
Max drawdown-41.14%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$51,745after your settings in SEC.TO
Profit
+$29,545+133.08% on money in
Annualised return
+11.51%Money-weighted (XIRR)
Deepest dip
-53.00%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.23% | +10.25% | +19.19% | +19.19% | +13.88% p.a. | +2.87% p.a. | +11.54% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +16.52% | +43.99% | -34.56% | +8.40% | -1.52% | +135.63% | -20.98% | -4.32% | +27.42% | -5.95% | +18.71% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,867 | +$1,667 | +16.35% |
| 2017 | $11,500 | $18,709 | +$7,209 | +62.68% |
| 2018 | $12,700 | $13,168 | +$468 | +3.68% |
| 2019 | $13,900 | $15,501 | +$1,601 | +11.52% |
| 2020 | $15,100 | $16,789 | +$1,689 | +11.18% |
| 2021 | $16,300 | $41,022 | +$24,722 | +151.67% |
| 2022 | $17,500 | $33,531 | +$16,031 | +91.60% |
| 2023 | $18,800 | $33,362 | +$14,562 | +77.46% |
| 2024 | $20,000 | $43,990 | +$23,990 | +119.95% |
| 2025 | $21,200 | $42,633 | +$21,433 | +101.10% |
| 2026 (YTD) | $22,200 | $51,745 | +$29,545 | +133.08% |
Best 12-month stretch
+233.33%May 2020 → May 2021
Worst 12-month stretch
-47.69%May 2019 → May 2020
Deepest drawdown
-60.00%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