Lump Sum10 years ago
$10,000 invested once
$99,000+$89,000 · +890.00%
Total invested$10,000
Annualised (CAGR)+50.84%
Max drawdown-66.44%
SIP · Monthly68 contributions
$100 every month
$40,883+$34,083 · +501.22%
Total invested$6,800
Money-weighted (XIRR)+67.93%
Max drawdown-64.86%
SIP · Biweekly146 contributions
$100 every two weeks
$84,694+$70,094 · +480.10%
Total invested$14,600
Money-weighted (XIRR)+66.98%
Max drawdown-64.85%
Playground
How you invest
Growth of your contributions
You invest
$16,800
It would be worth
$139,883after your settings in BIG.V
Profit
+$123,083+732.64% on money in
Annualised return
+53.90%Money-weighted (XIRR)
Deepest dip
-66.02%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-28.78% | +65.00% | +47.76% | +65.00% | +4.02% p.a. | +85.95% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -25.00% | +113.33% | +762.50% | -56.52% | +23.33% | +33.78% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $11,000 | $8,786 | -$2,214 | -20.13% |
| 2022 | $12,200 | $21,032 | +$8,832 | +72.40% |
| 2023 | $13,400 | $188,148 | +$174,748 | +1304.09% |
| 2024 | $14,600 | $82,874 | +$68,274 | +467.63% |
| 2025 | $15,900 | $103,691 | +$87,791 | +552.15% |
| 2026 (YTD) | $16,800 | $139,883 | +$123,083 | +732.64% |
Best 12-month stretch
+1700.00%Nov 2022 → Nov 2023
Worst 12-month stretch
-66.44%Nov 2023 → Nov 2024
Deepest drawdown
-66.44%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