Lump Sum10 years ago
$10,000 invested once
$442,000+$432,000 · +4320.00%
Total invested$10,000
Annualised (CAGR)+75.91%
Max drawdown-90.66%
SIP · Monthly82 contributions
$100 every month
$80,331+$72,131 · +879.65%
Total invested$8,200
Money-weighted (XIRR)+70.04%
Max drawdown-89.62%
SIP · Biweekly176 contributions
$100 every two weeks
$173,509+$155,909 · +885.85%
Total invested$17,600
Money-weighted (XIRR)+70.70%
Max drawdown-89.51%
Playground
How you invest
Growth of your contributions
You invest
$18,200
It would be worth
$522,331after your settings in CERT.V
Profit
+$504,131+2769.95% on money in
Annualised return
+75.07%Money-weighted (XIRR)
Deepest dip
-90.54%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-8.68% | +25.57% | +15.71% | +61.31% | +51.36% p.a. | +5.53% p.a. | — |
Calendar-year returns
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|
| 0.00% | +2720.00% | -37.59% | -31.82% | -20.00% | +245.83% | +33.13% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2020 | $11,100 | $11,100 | $0 | 0.00% |
| 2021 | $12,400 | $319,771 | +$307,371 | +2478.80% |
| 2022 | $13,600 | $200,491 | +$186,891 | +1374.19% |
| 2023 | $14,800 | $137,656 | +$122,856 | +830.11% |
| 2024 | $16,000 | $112,370 | +$96,370 | +602.31% |
| 2025 | $17,200 | $391,461 | +$374,261 | +2175.93% |
| 2026 (YTD) | $18,200 | $522,331 | +$504,131 | +2769.95% |
Best 12-month stretch
+3460.00%Nov 2020 → Nov 2021
Worst 12-month stretch
-81.05%Apr 2023 → Apr 2024
Deepest drawdown
-90.66%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