Lump Sum10 years ago
$10,000 invested once
$6,670-$3,330 · -33.30%
Total invested$10,000
Annualised (CAGR)-3.98%
Max drawdown-80.27%
SIP · Monthly122 contributions
$100 every month
$8,404-$3,796 · -31.11%
Total invested$12,200
Money-weighted (XIRR)+311802820193.30%
Max drawdown-66.42%
SIP · Biweekly261 contributions
$100 every two weeks
$18,022-$8,078 · -30.95%
Total invested$26,100
Money-weighted (XIRR)+75795072024.34%
Max drawdown-67.15%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$15,075after your settings in TOY.TO
Profit
-$7,125-32.10% on money in
Annualised return
-5.43%Money-weighted (XIRR)
Deepest dip
-76.97%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+7.84% | -6.41% | +14.54% | +5.83% | -13.60% p.a. | -12.06% p.a. | -3.98% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.90% | +67.82% | -27.66% | +1.84% | -27.11% | +65.25% | -30.27% | +5.35% | -2.28% | -41.52% | +12.19% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,696 | -$504 | -4.94% |
| 2017 | $11,500 | $17,970 | +$6,470 | +56.26% |
| 2018 | $12,700 | $13,950 | +$1,250 | +9.84% |
| 2019 | $13,900 | $15,391 | +$1,491 | +10.73% |
| 2020 | $15,100 | $12,690 | -$2,410 | -15.96% |
| 2021 | $16,300 | $22,452 | +$6,152 | +37.74% |
| 2022 | $17,500 | $16,602 | -$898 | -5.13% |
| 2023 | $18,800 | $18,774 | -$26 | -0.14% |
| 2024 | $20,000 | $19,620 | -$380 | -1.90% |
| 2025 | $21,200 | $12,458 | -$8,742 | -41.24% |
| 2026 (YTD) | $22,200 | $15,075 | -$7,125 | -32.10% |
Best 12-month stretch
+209.13%Mar 2020 → Mar 2021
Worst 12-month stretch
-69.70%Mar 2019 → Mar 2020
Deepest drawdown
-80.27%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$479on $10,000, trailing 10 years