Lump Sum10 years ago
$10,000 invested once
$33,272+$23,272 · +232.72%
Total invested$10,000
Annualised (CAGR)+12.82%
Max drawdown-55.88%
SIP · Monthly122 contributions
$100 every month
$26,729+$14,529 · +119.09%
Total invested$12,200
Money-weighted (XIRR)+15.09%
Max drawdown-36.54%
SIP · Biweekly261 contributions
$100 every two weeks
$57,376+$31,276 · +119.83%
Total invested$26,100
Money-weighted (XIRR)+15.20%
Max drawdown-36.02%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$60,001after your settings in SIS.TO
Profit
+$37,801+170.27% on money in
Annualised return
+13.52%Money-weighted (XIRR)
Deepest dip
-49.83%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+2.19% | -1.88% | +1.69% | +40.14% | +38.25% p.a. | +12.37% p.a. | +12.82% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -9.91% | +71.76% | -26.17% | +10.85% | +6.51% | +35.93% | -24.44% | +12.13% | +37.96% | +16.53% | +33.21% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,202 | -$998 | -9.78% |
| 2017 | $11,500 | $17,488 | +$5,988 | +52.07% |
| 2018 | $12,700 | $13,889 | +$1,189 | +9.36% |
| 2019 | $13,900 | $16,698 | +$2,798 | +20.13% |
| 2020 | $15,100 | $19,141 | +$4,041 | +26.76% |
| 2021 | $16,300 | $27,257 | +$10,957 | +67.22% |
| 2022 | $17,500 | $21,729 | +$4,229 | +24.17% |
| 2023 | $18,800 | $25,657 | +$6,857 | +36.48% |
| 2024 | $20,000 | $36,717 | +$16,717 | +83.59% |
| 2025 | $21,200 | $44,226 | +$23,026 | +108.61% |
| 2026 (YTD) | $22,200 | $60,001 | +$37,801 | +170.27% |
Best 12-month stretch
+118.08%Mar 2020 → Mar 2021
Worst 12-month stretch
-41.75%Sep 2018 → Sep 2019
Deepest drawdown
-55.88%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,899on $10,000, trailing 10 years