Lump Sum10 years ago
$10,000 invested once
$19,153+$9,153 · +91.53%
Total invested$10,000
Annualised (CAGR)+6.74%
Max drawdown-68.40%
SIP · Monthly122 contributions
$100 every month
$12,024-$176 · -1.44%
Total invested$12,200
Money-weighted (XIRR)-0.29%
Max drawdown-65.42%
SIP · Biweekly261 contributions
$100 every two weeks
$25,622-$478 · -1.83%
Total invested$26,100
Money-weighted (XIRR)-0.37%
Max drawdown-65.41%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$31,176after your settings in URE.TO
Profit
+$8,976+40.43% on money in
Annualised return
+4.65%Money-weighted (XIRR)
Deepest dip
-67.39%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-29.38% | -35.06% | -51.08% | -49.78% | -18.72% p.a. | -12.35% p.a. | +6.74% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +20.34% | +21.13% | +2.33% | -14.77% | +38.67% | +48.08% | +1.95% | +28.66% | -11.88% | +17.42% | -45.93% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,251 | +$2,051 | +20.11% |
| 2017 | $11,500 | $16,254 | +$4,754 | +41.34% |
| 2018 | $12,700 | $17,810 | +$5,110 | +40.24% |
| 2019 | $13,900 | $16,189 | +$2,289 | +16.47% |
| 2020 | $15,100 | $24,331 | +$9,231 | +61.14% |
| 2021 | $16,300 | $37,141 | +$20,841 | +127.86% |
| 2022 | $17,500 | $38,979 | +$21,479 | +122.74% |
| 2023 | $18,800 | $51,809 | +$33,009 | +175.58% |
| 2024 | $20,000 | $46,765 | +$26,765 | +133.82% |
| 2025 | $21,200 | $56,559 | +$35,359 | +166.79% |
| 2026 (YTD) | $22,200 | $31,176 | +$8,976 | +40.43% |
Best 12-month stretch
+301.69%Nov 2020 → Nov 2021
Worst 12-month stretch
-64.14%Apr 2024 → Mar 2025
Deepest drawdown
-68.40%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