Lump Sum10 years ago
$10,000 invested once
$67,095+$57,095 · +570.95%
Total invested$10,000
Annualised (CAGR)+21.05%
Max drawdown-83.05%
SIP · Monthly122 contributions
$100 every month
$108,939+$96,739 · +792.94%
Total invested$12,200
Money-weighted (XIRR)+41.35%
Max drawdown-67.48%
SIP · Biweekly261 contributions
$100 every two weeks
$232,864+$206,764 · +792.20%
Total invested$26,100
Money-weighted (XIRR)+41.45%
Max drawdown-67.42%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$176,034after your settings in SXGC.TO
Profit
+$153,834+692.94% on money in
Annualised return
+28.43%Money-weighted (XIRR)
Deepest dip
-75.14%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-29.99% | -5.54% | -21.47% | +5.32% | +99.58% p.a. | +71.99% p.a. | +21.05% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -5.00% | +18.42% | -53.33% | -4.76% | +95.00% | -51.28% | +21.05% | +56.52% | +183.33% | +223.34% | -18.62% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,695 | -$505 | -4.95% |
| 2017 | $11,500 | $13,021 | +$1,521 | +13.22% |
| 2018 | $12,700 | $6,902 | -$5,798 | -45.65% |
| 2019 | $13,900 | $7,877 | -$6,023 | -43.33% |
| 2020 | $15,100 | $16,795 | +$1,695 | +11.22% |
| 2021 | $16,300 | $9,147 | -$7,153 | -43.88% |
| 2022 | $17,500 | $13,078 | -$4,422 | -25.27% |
| 2023 | $18,800 | $22,590 | +$3,790 | +20.16% |
| 2024 | $20,000 | $65,844 | +$45,844 | +229.22% |
| 2025 | $21,200 | $215,258 | +$194,058 | +915.37% |
| 2026 (YTD) | $22,200 | $176,034 | +$153,834 | +692.94% |
Best 12-month stretch
+450.00%Aug 2023 → Aug 2024
Worst 12-month stretch
-62.50%Oct 2020 → Oct 2021
Deepest drawdown
-83.05%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years