Lump Sum10 years ago
$10,000 invested once
$41,767+$31,767 · +317.67%
Total invested$10,000
Annualised (CAGR)+15.42%
Max drawdown-70.30%
SIP · Monthly122 contributions
$100 every month
$42,487+$30,287 · +248.25%
Total invested$12,200
Money-weighted (XIRR)+23.73%
Max drawdown-59.50%
SIP · Biweekly261 contributions
$100 every two weeks
$90,482+$64,382 · +246.67%
Total invested$26,100
Money-weighted (XIRR)+23.71%
Max drawdown-60.74%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$84,253after your settings in SU.TO
Profit
+$62,053+279.52% on money in
Annualised return
+18.15%Money-weighted (XIRR)
Deepest dip
-63.85%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+15.13% | +20.51% | +28.64% | +105.68% | +40.71% p.a. | +33.48% p.a. | +15.42% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.00% | +8.41% | -12.25% | +13.01% | -47.79% | +53.98% | +41.63% | +3.73% | +29.41% | +24.07% | +81.29% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,515 | +$1,315 | +12.90% |
| 2017 | $11,500 | $13,933 | +$2,433 | +21.16% |
| 2018 | $12,700 | $13,250 | +$550 | +4.33% |
| 2019 | $13,900 | $16,234 | +$2,334 | +16.79% |
| 2020 | $15,100 | $9,683 | -$5,417 | -35.88% |
| 2021 | $16,300 | $16,365 | +$65 | +0.40% |
| 2022 | $17,500 | $24,436 | +$6,936 | +39.63% |
| 2023 | $18,800 | $26,661 | +$7,861 | +41.81% |
| 2024 | $20,000 | $35,753 | +$15,753 | +78.76% |
| 2025 | $21,200 | $45,754 | +$24,554 | +115.82% |
| 2026 (YTD) | $22,200 | $84,253 | +$62,053 | +279.52% |
Best 12-month stretch
+124.13%Oct 2020 → Oct 2021
Worst 12-month stretch
-62.84%Mar 2019 → Mar 2020
Deepest drawdown
-70.30%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,379on $10,000, trailing 10 years