Lump Sum10 years ago
$10,000 invested once
$158,667+$148,667 · +1486.67%
Total invested$10,000
Annualised (CAGR)+31.97%
Max drawdown-69.12%
SIP · Monthly122 contributions
$100 every month
$62,533+$50,333 · +412.57%
Total invested$12,200
Money-weighted (XIRR)+30.91%
Max drawdown-68.09%
SIP · Biweekly261 contributions
$100 every two weeks
$135,580+$109,480 · +419.46%
Total invested$26,100
Money-weighted (XIRR)+31.25%
Max drawdown-68.05%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$221,200after your settings in CAD.V
Profit
+$199,000+896.39% on money in
Annualised return
+31.71%Money-weighted (XIRR)
Deepest dip
-68.85%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+21.43% | -7.75% | +0.42% | +58.67% | +15.67% p.a. | -4.54% p.a. | +31.97% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| 0.00% | -10.00% | +225.93% | -15.91% | +137.84% | +197.73% | -51.15% | +48.44% | +4.74% | +39.20% | -14.08% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,186 | -$14 | -0.14% |
| 2017 | $11,500 | $10,573 | -$927 | -8.06% |
| 2018 | $12,700 | $36,438 | +$23,738 | +186.91% |
| 2019 | $13,900 | $31,812 | +$17,912 | +128.87% |
| 2020 | $15,100 | $77,884 | +$62,784 | +415.79% |
| 2021 | $16,300 | $235,274 | +$218,974 | +1343.40% |
| 2022 | $17,500 | $115,778 | +$98,278 | +561.59% |
| 2023 | $18,800 | $173,426 | +$154,626 | +822.48% |
| 2024 | $20,000 | $182,650 | +$162,650 | +813.25% |
| 2025 | $21,200 | $256,313 | +$235,113 | +1109.02% |
| 2026 (YTD) | $22,200 | $221,200 | +$199,000 | +896.39% |
Best 12-month stretch
+423.81%Dec 2017 → Dec 2018
Worst 12-month stretch
-60.32%Apr 2019 → Apr 2020
Deepest drawdown
-69.12%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