Lump Sum10 years ago
$10,000 invested once
$90,289+$80,289 · +802.89%
Total invested$10,000
Annualised (CAGR)+24.71%
Max drawdown-44.12%
SIP · Monthly122 contributions
$100 every month
$51,305+$39,105 · +320.53%
Total invested$12,200
Money-weighted (XIRR)+27.23%
Max drawdown-35.05%
SIP · Biweekly261 contributions
$100 every two weeks
$110,260+$84,160 · +322.45%
Total invested$26,100
Money-weighted (XIRR)+27.39%
Max drawdown-34.34%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$141,593after your settings in SII.TO
Profit
+$119,393+537.81% on money in
Annualised return
+25.35%Money-weighted (XIRR)
Deepest dip
-41.96%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-16.03% | +1.83% | -16.83% | +29.99% | +58.07% p.a. | +27.02% p.a. | +24.71% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.57% | +2.57% | +8.75% | +22.72% | +26.98% | +58.30% | -18.97% | +2.72% | +41.69% | +128.86% | +7.04% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,568 | +$1,368 | +13.41% |
| 2017 | $11,500 | $13,280 | +$1,780 | +15.48% |
| 2018 | $12,700 | $15,469 | +$2,769 | +21.80% |
| 2019 | $13,900 | $20,179 | +$6,279 | +45.17% |
| 2020 | $15,100 | $26,852 | +$11,752 | +77.83% |
| 2021 | $16,300 | $43,932 | +$27,632 | +169.52% |
| 2022 | $17,500 | $36,703 | +$19,203 | +109.73% |
| 2023 | $18,800 | $38,992 | +$20,192 | +107.40% |
| 2024 | $20,000 | $56,577 | +$36,577 | +182.89% |
| 2025 | $21,200 | $131,475 | +$110,275 | +520.17% |
| 2026 (YTD) | $22,200 | $141,593 | +$119,393 | +537.81% |
Best 12-month stretch
+268.21%Feb 2025 → Feb 2026
Worst 12-month stretch
-29.31%Mar 2019 → Mar 2020
Deepest drawdown
-44.12%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,232on $10,000, trailing 10 years