Lump Sum10 years ago
$10,000 invested once
$29,903+$19,903 · +199.03%
Total invested$10,000
Annualised (CAGR)+11.62%
Max drawdown-52.99%
SIP · Monthly122 contributions
$100 every month
$26,216+$14,016 · +114.89%
Total invested$12,200
Money-weighted (XIRR)+14.73%
Max drawdown-50.52%
SIP · Biweekly261 contributions
$100 every two weeks
$56,131+$30,031 · +115.06%
Total invested$26,100
Money-weighted (XIRR)+14.79%
Max drawdown-50.49%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$56,120after your settings in SGR-UN.TO
Profit
+$33,920+152.79% on money in
Annualised return
+12.61%Money-weighted (XIRR)
Deepest dip
-52.16%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+62.60% | +0.81% | +10.22% | +23.04% | +32.18% p.a. | +15.15% p.a. | +11.62% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.51% | -7.19% | -0.99% | +21.23% | -3.26% | +39.33% | +12.96% | -12.29% | +26.40% | +19.73% | +20.20% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,265 | +$1,065 | +10.44% |
| 2017 | $11,500 | $11,718 | +$218 | +1.89% |
| 2018 | $12,700 | $12,798 | +$98 | +0.77% |
| 2019 | $13,900 | $16,803 | +$2,903 | +20.88% |
| 2020 | $15,100 | $17,706 | +$2,606 | +17.26% |
| 2021 | $16,300 | $26,092 | +$9,792 | +60.07% |
| 2022 | $17,500 | $30,754 | +$13,254 | +75.74% |
| 2023 | $18,800 | $28,256 | +$9,456 | +50.30% |
| 2024 | $20,000 | $37,134 | +$17,134 | +85.67% |
| 2025 | $21,200 | $45,780 | +$24,580 | +115.94% |
| 2026 (YTD) | $22,200 | $56,120 | +$33,920 | +152.79% |
Best 12-month stretch
+115.41%Mar 2020 → Mar 2021
Worst 12-month stretch
-46.84%Mar 2019 → Mar 2020
Deepest drawdown
-52.99%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$8,052on $10,000, trailing 10 years