Lump Sum10 years ago
$10,000 invested once
$192,444+$182,444 · +1824.44%
Total invested$10,000
Annualised (CAGR)+34.55%
Max drawdown-96.79%
SIP · Monthly122 contributions
$100 every month
$208,625+$196,425 · +1610.04%
Total invested$12,200
Money-weighted (XIRR)+53.89%
Max drawdown-93.56%
SIP · Biweekly261 contributions
$100 every two weeks
$449,456+$423,356 · +1622.05%
Total invested$26,100
Money-weighted (XIRR)+54.18%
Max drawdown-93.92%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$401,069after your settings in VLE.TO
Profit
+$378,869+1706.62% on money in
Annualised return
+40.50%Money-weighted (XIRR)
Deepest dip
-96.31%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+16.95% | +38.89% | +41.04% | +155.83% | +73.41% p.a. | +102.09% p.a. | +34.55% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.56% | +357.89% | -16.09% | -84.66% | +1.79% | -22.81% | +375.00% | +35.89% | +157.39% | +10.67% | +114.09% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,773 | +$573 | +5.62% |
| 2017 | $11,500 | $56,707 | +$45,207 | +393.11% |
| 2018 | $12,700 | $48,626 | +$35,926 | +282.88% |
| 2019 | $13,900 | $7,884 | -$6,016 | -43.28% |
| 2020 | $15,100 | $9,982 | -$5,118 | -33.90% |
| 2021 | $16,300 | $8,777 | -$7,523 | -46.15% |
| 2022 | $17,500 | $46,309 | +$28,809 | +164.63% |
| 2023 | $18,800 | $64,368 | +$45,568 | +242.38% |
| 2024 | $20,000 | $167,543 | +$147,543 | +737.71% |
| 2025 | $21,200 | $186,672 | +$165,472 | +780.53% |
| 2026 (YTD) | $22,200 | $401,069 | +$378,869 | +1706.62% |
Best 12-month stretch
+852.17%Oct 2017 → Oct 2018
Worst 12-month stretch
-91.89%Mar 2019 → Mar 2020
Deepest drawdown
-96.79%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