Lump Sum10 years ago
$10,000 invested once
$9,444-$556 · -5.56%
Total invested$10,000
Annualised (CAGR)-0.57%
Max drawdown-93.83%
SIP · Monthly122 contributions
$100 every month
$30,470+$18,270 · +149.75%
Total invested$12,200
Money-weighted (XIRR)+17.54%
Max drawdown-77.04%
SIP · Biweekly261 contributions
$100 every two weeks
$64,681+$38,581 · +147.82%
Total invested$26,100
Money-weighted (XIRR)+17.45%
Max drawdown-78.13%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$39,914after your settings in SGY.TO
Profit
+$17,714+79.79% on money in
Annualised return
+8.00%Money-weighted (XIRR)
Deepest dip
-88.19%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+17.41% | +30.61% | +43.58% | +104.29% | +19.57% p.a. | +26.79% p.a. | -0.57% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +25.42% | -34.28% | -23.76% | -18.16% | -73.38% | +72.94% | +112.09% | -24.61% | +1.89% | +24.20% | +97.11% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,780 | +$2,580 | +25.29% |
| 2017 | $11,500 | $9,599 | -$1,901 | -16.53% |
| 2018 | $12,700 | $8,241 | -$4,459 | -35.11% |
| 2019 | $13,900 | $7,931 | -$5,969 | -42.94% |
| 2020 | $15,100 | $3,333 | -$11,767 | -77.93% |
| 2021 | $16,300 | $6,969 | -$9,331 | -57.25% |
| 2022 | $17,500 | $16,098 | -$1,402 | -8.01% |
| 2023 | $18,800 | $13,180 | -$5,620 | -29.90% |
| 2024 | $20,000 | $14,586 | -$5,414 | -27.07% |
| 2025 | $21,200 | $19,512 | -$1,688 | -7.96% |
| 2026 (YTD) | $22,200 | $39,914 | +$17,714 | +79.79% |
Best 12-month stretch
+276.47%Oct 2020 → Oct 2021
Worst 12-month stretch
-83.70%Apr 2019 → Apr 2020
Deepest drawdown
-93.83%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,121on $10,000, trailing 10 years