Lump Sum10 years ago
$10,000 invested once
$397,429+$387,429 · +3874.29%
Total invested$10,000
Annualised (CAGR)+64.72%
Max drawdown-63.00%
SIP · Monthly90 contributions
$100 every month
$167,220+$158,220 · +1758.00%
Total invested$9,000
Money-weighted (XIRR)+81.26%
Max drawdown-53.73%
SIP · Biweekly193 contributions
$100 every two weeks
$355,301+$336,001 · +1740.94%
Total invested$19,300
Money-weighted (XIRR)+81.40%
Max drawdown-53.17%
Playground
How you invest
Growth of your contributions
You invest
$19,000
It would be worth
$564,649after your settings in SGD.TO
Profit
+$545,649+2871.84% on money in
Annualised return
+67.82%Money-weighted (XIRR)
Deepest dip
-57.89%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-20.51% | +0.80% | -8.55% | +15.15% | +42.64% p.a. | +82.20% p.a. | — |
Calendar-year returns
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|
| -14.29% | -38.33% | +289.19% | +309.72% | +67.80% | +7.07% | +214.15% | -16.46% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2019 | $10,800 | $9,252 | -$1,548 | -14.33% |
| 2020 | $12,000 | $6,618 | -$5,382 | -44.85% |
| 2021 | $13,200 | $28,016 | +$14,816 | +112.24% |
| 2022 | $14,400 | $117,476 | +$103,076 | +715.81% |
| 2023 | $15,600 | $198,815 | +$183,215 | +1174.46% |
| 2024 | $16,800 | $214,049 | +$197,249 | +1174.10% |
| 2025 | $18,100 | $674,886 | +$656,786 | +3628.65% |
| 2026 (YTD) | $19,000 | $564,649 | +$545,649 | +2871.84% |
Best 12-month stretch
+877.78%Aug 2021 → Aug 2022
Worst 12-month stretch
-50.00%Jun 2019 → Jun 2020
Deepest drawdown
-63.00%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