Lump Sum10 years ago
$10,000 invested once
$5,789-$4,211 · -42.11%
Total invested$10,000
Annualised (CAGR)-5.34%
Max drawdown-93.00%
SIP · Monthly122 contributions
$100 every month
$18,599+$6,399 · +52.45%
Total invested$12,200
Money-weighted (XIRR)+8.23%
Max drawdown-81.22%
SIP · Biweekly261 contributions
$100 every two weeks
$39,637+$13,537 · +51.87%
Total invested$26,100
Money-weighted (XIRR)+8.18%
Max drawdown-82.40%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$24,388after your settings in VET.TO
Profit
+$2,188+9.85% on money in
Annualised return
+1.29%Money-weighted (XIRR)
Deepest dip
-89.64%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+18.59% | +23.37% | +17.29% | +90.57% | +2.38% p.a. | +10.78% p.a. | -5.34% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +9.33% | -14.41% | -28.08% | -22.66% | -71.73% | +179.93% | +52.39% | -31.81% | -7.56% | -14.07% | +70.29% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,142 | +$942 | +9.23% |
| 2017 | $11,500 | $10,873 | -$627 | -5.45% |
| 2018 | $12,700 | $8,769 | -$3,931 | -30.96% |
| 2019 | $13,900 | $7,858 | -$6,042 | -43.47% |
| 2020 | $15,100 | $3,482 | -$11,618 | -76.94% |
| 2021 | $16,300 | $11,770 | -$4,530 | -27.79% |
| 2022 | $17,500 | $19,039 | +$1,539 | +8.80% |
| 2023 | $18,800 | $14,143 | -$4,657 | -24.77% |
| 2024 | $20,000 | $14,266 | -$5,734 | -28.67% |
| 2025 | $21,200 | $13,575 | -$7,625 | -35.96% |
| 2026 (YTD) | $22,200 | $24,388 | +$2,188 | +9.85% |
Best 12-month stretch
+355.25%Aug 2021 → Aug 2022
Worst 12-month stretch
-89.58%Mar 2019 → Mar 2020
Deepest drawdown
-93.00%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,140on $10,000, trailing 10 years