Lump Sum10 years ago
$10,000 invested once
$27,246+$17,246 · +172.46%
Total invested$10,000
Annualised (CAGR)+10.58%
Max drawdown-82.34%
SIP · Monthly122 contributions
$100 every month
$30,871+$18,671 · +153.04%
Total invested$12,200
Money-weighted (XIRR)+17.79%
Max drawdown-75.83%
SIP · Biweekly261 contributions
$100 every two weeks
$66,238+$40,138 · +153.78%
Total invested$26,100
Money-weighted (XIRR)+17.89%
Max drawdown-75.52%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$58,117after your settings in SSRM.TO
Profit
+$35,917+161.79% on money in
Annualised return
+13.09%Money-weighted (XIRR)
Deepest dip
-79.43%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-21.33% | +4.98% | -4.65% | +24.22% | +26.97% p.a. | +16.27% p.a. | +10.58% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -21.66% | -7.83% | +49.32% | +45.49% | +6.28% | -11.32% | -3.81% | -31.54% | -27.57% | +187.09% | +34.55% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,011 | -$2,189 | -21.46% |
| 2017 | $11,500 | $8,526 | -$2,974 | -25.86% |
| 2018 | $12,700 | $14,308 | +$1,608 | +12.66% |
| 2019 | $13,900 | $22,383 | +$8,483 | +61.03% |
| 2020 | $15,100 | $25,039 | +$9,939 | +65.82% |
| 2021 | $16,300 | $23,502 | +$7,202 | +44.19% |
| 2022 | $17,500 | $23,767 | +$6,267 | +35.81% |
| 2023 | $18,800 | $17,255 | -$1,545 | -8.22% |
| 2024 | $20,000 | $14,128 | -$5,872 | -29.36% |
| 2025 | $21,200 | $42,454 | +$21,254 | +100.26% |
| 2026 (YTD) | $22,200 | $58,117 | +$35,917 | +161.79% |
Best 12-month stretch
+340.42%Sep 2024 → Sep 2025
Worst 12-month stretch
-72.12%Mar 2023 → Mar 2024
Deepest drawdown
-82.34%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$674on $10,000, trailing 10 years