Lump Sum10 years ago
$10,000 invested once
$24,533+$14,533 · +145.33%
Total invested$10,000
Annualised (CAGR)+9.42%
Max drawdown-51.71%
SIP · Monthly122 contributions
$100 every month
$22,723+$10,523 · +86.25%
Total invested$12,200
Money-weighted (XIRR)+12.04%
Max drawdown-43.51%
SIP · Biweekly261 contributions
$100 every two weeks
$48,580+$22,480 · +86.13%
Total invested$26,100
Money-weighted (XIRR)+12.06%
Max drawdown-43.42%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$47,256after your settings in SIA.TO
Profit
+$25,056+112.86% on money in
Annualised return
+10.28%Money-weighted (XIRR)
Deepest dip
-49.71%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.92% | -9.48% | -9.08% | +8.77% | +34.52% p.a. | +14.71% p.a. | +9.42% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.24% | +17.58% | -7.58% | +19.92% | -16.19% | +13.18% | -22.09% | +14.63% | +45.10% | +37.18% | +4.13% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,933 | +$733 | +7.19% |
| 2017 | $11,500 | $14,242 | +$2,742 | +23.84% |
| 2018 | $12,700 | $14,325 | +$1,625 | +12.79% |
| 2019 | $13,900 | $18,378 | +$4,478 | +32.22% |
| 2020 | $15,100 | $16,861 | +$1,761 | +11.66% |
| 2021 | $16,300 | $20,345 | +$4,045 | +24.82% |
| 2022 | $17,500 | $16,868 | -$632 | -3.61% |
| 2023 | $18,800 | $20,723 | +$1,923 | +10.23% |
| 2024 | $20,000 | $31,383 | +$11,383 | +56.91% |
| 2025 | $21,200 | $44,466 | +$23,266 | +109.75% |
| 2026 (YTD) | $22,200 | $47,256 | +$25,056 | +112.86% |
Best 12-month stretch
+98.43%Jul 2020 → Jul 2021
Worst 12-month stretch
-50.66%Jul 2019 → Jul 2020
Deepest drawdown
-51.71%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,002on $10,000, trailing 10 years