Lump Sum10 years ago
$10,000 invested once
$32,744+$22,744 · +227.44%
Total invested$10,000
Annualised (CAGR)+12.64%
Max drawdown-73.65%
SIP · Monthly122 contributions
$100 every month
$31,849+$19,649 · +161.06%
Total invested$12,200
Money-weighted (XIRR)+18.37%
Max drawdown-63.84%
SIP · Biweekly261 contributions
$100 every two weeks
$68,394+$42,294 · +162.05%
Total invested$26,100
Money-weighted (XIRR)+18.49%
Max drawdown-63.60%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$64,593after your settings in SVM.TO
Profit
+$42,393+190.96% on money in
Annualised return
+14.52%Money-weighted (XIRR)
Deepest dip
-70.55%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-26.40% | -13.37% | -30.98% | +31.66% | +56.44% p.a. | +18.47% p.a. | +12.64% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -18.65% | +5.46% | -7.20% | +144.93% | +16.96% | -44.15% | -15.13% | -12.51% | +29.04% | +160.26% | +3.07% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,304 | -$1,896 | -18.59% |
| 2017 | $11,500 | $9,900 | -$1,600 | -13.91% |
| 2018 | $12,700 | $10,306 | -$2,394 | -18.85% |
| 2019 | $13,900 | $27,452 | +$13,552 | +97.50% |
| 2020 | $15,100 | $33,611 | +$18,511 | +122.59% |
| 2021 | $16,300 | $19,700 | +$3,400 | +20.86% |
| 2022 | $17,500 | $17,989 | +$489 | +2.79% |
| 2023 | $18,800 | $16,880 | -$1,920 | -10.21% |
| 2024 | $20,000 | $22,939 | +$2,939 | +14.70% |
| 2025 | $21,200 | $61,913 | +$40,713 | +192.04% |
| 2026 (YTD) | $22,200 | $64,593 | +$42,393 | +190.96% |
Best 12-month stretch
+299.83%Jan 2025 → Jan 2026
Worst 12-month stretch
-54.00%Jul 2021 → Jul 2022
Deepest drawdown
-73.65%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$824on $10,000, trailing 10 years