Lump Sum10 years ago
$10,000 invested once
$37,202+$27,202 · +272.02%
Total invested$10,000
Annualised (CAGR)+14.09%
Max drawdown-44.65%
SIP · Monthly122 contributions
$100 every month
$27,484+$15,284 · +125.28%
Total invested$12,200
Money-weighted (XIRR)+15.62%
Max drawdown-41.80%
SIP · Biweekly261 contributions
$100 every two weeks
$58,806+$32,706 · +125.31%
Total invested$26,100
Money-weighted (XIRR)+15.66%
Max drawdown-42.78%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$64,686after your settings in SLF.TO
Profit
+$42,486+191.38% on money in
Annualised return
+14.54%Money-weighted (XIRR)
Deepest dip
-43.95%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.98% | -3.66% | +15.43% | +34.05% | +26.61% p.a. | +14.26% p.a. | +14.09% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +17.23% | +4.39% | -9.76% | +36.34% | -0.52% | +28.82% | -6.73% | +14.37% | +29.98% | +5.29% | +32.07% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,940 | +$1,740 | +17.06% |
| 2017 | $11,500 | $13,863 | +$2,363 | +20.54% |
| 2018 | $12,700 | $13,587 | +$887 | +6.98% |
| 2019 | $13,900 | $19,854 | +$5,954 | +42.83% |
| 2020 | $15,100 | $21,079 | +$5,979 | +39.60% |
| 2021 | $16,300 | $28,473 | +$12,173 | +74.68% |
| 2022 | $17,500 | $27,789 | +$10,289 | +58.79% |
| 2023 | $18,800 | $33,154 | +$14,354 | +76.35% |
| 2024 | $20,000 | $44,511 | +$24,511 | +122.56% |
| 2025 | $21,200 | $48,137 | +$26,937 | +127.06% |
| 2026 (YTD) | $22,200 | $64,686 | +$42,486 | +191.38% |
Best 12-month stretch
+84.79%Mar 2020 → Mar 2021
Worst 12-month stretch
-24.80%Mar 2019 → Mar 2020
Deepest drawdown
-44.65%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,875on $10,000, trailing 10 years