Lump Sum10 years ago
$10,000 invested once
$11,247+$1,247 · +12.47%
Total invested$10,000
Annualised (CAGR)+1.19%
Max drawdown-77.18%
SIP · Monthly122 contributions
$100 every month
$23,253+$11,053 · +90.60%
Total invested$12,200
Money-weighted (XIRR)+12.47%
Max drawdown-57.25%
SIP · Biweekly261 contributions
$100 every two weeks
$49,962+$23,862 · +91.42%
Total invested$26,100
Money-weighted (XIRR)+12.59%
Max drawdown-57.23%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$34,500after your settings in VLN.TO
Profit
+$12,300+55.40% on money in
Annualised return
+6.02%Money-weighted (XIRR)
Deepest dip
-67.81%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-7.52% | -1.72% | +12.06% | +9.88% | +46.71% p.a. | +15.42% p.a. | +1.19% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.61% | +6.66% | -51.31% | -1.30% | -16.28% | +17.14% | -34.64% | +0.61% | +104.48% | +79.78% | -9.81% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,466 | +$266 | +2.61% |
| 2017 | $11,500 | $12,493 | +$993 | +8.64% |
| 2018 | $12,700 | $6,892 | -$5,808 | -45.73% |
| 2019 | $13,900 | $8,043 | -$5,857 | -42.13% |
| 2020 | $15,100 | $8,184 | -$6,916 | -45.80% |
| 2021 | $16,300 | $10,725 | -$5,575 | -34.20% |
| 2022 | $17,500 | $7,864 | -$9,636 | -55.06% |
| 2023 | $18,800 | $8,745 | -$10,055 | -53.49% |
| 2024 | $20,000 | $19,839 | -$161 | -0.80% |
| 2025 | $21,200 | $37,109 | +$15,909 | +75.04% |
| 2026 (YTD) | $22,200 | $34,500 | +$12,300 | +55.40% |
Best 12-month stretch
+232.38%Jan 2024 → Jan 2025
Worst 12-month stretch
-59.86%Mar 2023 → Mar 2024
Deepest drawdown
-77.18%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$863on $10,000, trailing 10 years