Lump Sum10 years ago
$10,000 invested once
$21,799+$11,799 · +117.99%
Total invested$10,000
Annualised (CAGR)+12.91%
Max drawdown-43.64%
SIP · Monthly79 contributions
$100 every month
$15,875+$7,975 · +100.95%
Total invested$7,900
Money-weighted (XIRR)+21.66%
Max drawdown-30.95%
SIP · Biweekly168 contributions
$100 every two weeks
$33,430+$16,630 · +98.99%
Total invested$16,800
Money-weighted (XIRR)+21.37%
Max drawdown-30.60%
Playground
How you invest
Growth of your contributions
You invest
$17,900
It would be worth
$37,674after your settings in VOXR.TO
Profit
+$19,774+110.47% on money in
Annualised return
+15.17%Money-weighted (XIRR)
Deepest dip
-38.78%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-7.65% | +7.24% | -7.86% | +12.16% | +34.36% p.a. | +15.34% p.a. | — |
Calendar-year returns
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|
| -8.26% | +16.00% | -8.91% | -10.73% | +27.54% | +89.52% | +4.22% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2020 | $10,800 | $10,035 | -$765 | -7.08% |
| 2021 | $12,000 | $13,094 | +$1,094 | +9.12% |
| 2022 | $13,200 | $13,113 | -$87 | -0.66% |
| 2023 | $14,400 | $12,776 | -$1,624 | -11.28% |
| 2024 | $15,700 | $17,732 | +$2,032 | +12.94% |
| 2025 | $16,900 | $35,272 | +$18,372 | +108.71% |
| 2026 (YTD) | $17,900 | $37,674 | +$19,774 | +110.47% |
Best 12-month stretch
+149.19%Feb 2025 → Feb 2026
Worst 12-month stretch
-33.89%Jun 2020 → Jun 2021
Deepest drawdown
-43.64%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$872on $10,000, trailing 10 years