Lump Sum10 years ago
$10,000 invested once
$37,069+$27,069 · +270.69%
Total invested$10,000
Annualised (CAGR)+14.05%
Max drawdown-49.55%
SIP · Monthly122 contributions
$100 every month
$14,770+$2,570 · +21.07%
Total invested$12,200
Money-weighted (XIRR)+3.78%
Max drawdown-35.70%
SIP · Biweekly261 contributions
$100 every two weeks
$31,526+$5,426 · +20.79%
Total invested$26,100
Money-weighted (XIRR)+3.74%
Max drawdown-35.56%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$51,840after your settings in SVI.TO
Profit
+$29,640+133.51% on money in
Annualised return
+11.54%Money-weighted (XIRR)
Deepest dip
-46.02%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.51% | -12.18% | -6.91% | -15.34% | -0.28% p.a. | -7.16% p.a. | +14.05% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +22.30% | +83.56% | -8.69% | +56.26% | +9.00% | +78.87% | -16.34% | -12.92% | -23.32% | +16.57% | -8.85% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,457 | +$2,257 | +22.13% |
| 2017 | $11,500 | $24,477 | +$12,977 | +112.84% |
| 2018 | $12,700 | $23,500 | +$10,800 | +85.04% |
| 2019 | $13,900 | $38,203 | +$24,303 | +174.85% |
| 2020 | $15,100 | $43,083 | +$27,983 | +185.32% |
| 2021 | $16,300 | $78,822 | +$62,522 | +383.57% |
| 2022 | $17,500 | $67,103 | +$49,603 | +283.45% |
| 2023 | $18,800 | $59,688 | +$40,888 | +217.49% |
| 2024 | $20,000 | $46,799 | +$26,799 | +133.99% |
| 2025 | $21,200 | $55,855 | +$34,655 | +163.47% |
| 2026 (YTD) | $22,200 | $51,840 | +$29,640 | +133.51% |
Best 12-month stretch
+111.20%Nov 2016 → Nov 2017
Worst 12-month stretch
-31.86%Nov 2022 → Nov 2023
Deepest drawdown
-49.55%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,017on $10,000, trailing 10 years