Lump Sum10 years ago
$10,000 invested once
$289,333+$279,333 · +2793.33%
Total invested$10,000
Annualised (CAGR)+51.90%
Max drawdown-67.78%
SIP · Monthly99 contributions
$100 every month
$55,725+$45,825 · +462.88%
Total invested$9,900
Money-weighted (XIRR)+41.92%
Max drawdown-66.43%
SIP · Biweekly211 contributions
$100 every two weeks
$118,756+$97,656 · +462.82%
Total invested$21,100
Money-weighted (XIRR)+42.00%
Max drawdown-66.07%
Playground
How you invest
Growth of your contributions
You invest
$19,900
It would be worth
$345,058after your settings in VZLA.TO
Profit
+$325,158+1633.96% on money in
Annualised return
+50.35%Money-weighted (XIRR)
Deepest dip
-67.63%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-22.36% | -7.07% | -5.65% | -24.65% | +42.04% p.a. | +10.92% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -10.00% | +470.37% | +124.68% | +74.57% | -48.68% | +9.03% | +45.56% | +208.94% | -42.89% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $10,400 | $9,373 | -$1,027 | -9.87% |
| 2019 | $11,600 | $57,646 | +$46,046 | +396.95% |
| 2020 | $12,800 | $132,258 | +$119,458 | +933.27% |
| 2021 | $14,000 | $232,587 | +$218,587 | +1561.33% |
| 2022 | $15,200 | $120,415 | +$105,215 | +692.20% |
| 2023 | $16,400 | $132,535 | +$116,135 | +708.14% |
| 2024 | $17,700 | $194,387 | +$176,687 | +998.23% |
| 2025 | $18,900 | $602,749 | +$583,849 | +3089.15% |
| 2026 (YTD) | $19,900 | $345,058 | +$325,158 | +1633.96% |
Best 12-month stretch
+1288.89%Jul 2019 → Jul 2020
Worst 12-month stretch
-55.13%Nov 2021 → Nov 2022
Deepest drawdown
-67.78%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