Lump Sum10 years ago
$10,000 invested once
$38,889+$28,889 · +288.89%
Total invested$10,000
Annualised (CAGR)+26.06%
Max drawdown-83.57%
SIP · Monthly72 contributions
$100 every month
$38,701+$31,501 · +437.52%
Total invested$7,200
Money-weighted (XIRR)+59.66%
Max drawdown-51.58%
SIP · Biweekly154 contributions
$100 every two weeks
$82,420+$67,020 · +435.20%
Total invested$15,400
Money-weighted (XIRR)+59.83%
Max drawdown-51.44%
Playground
How you invest
Growth of your contributions
You invest
$17,200
It would be worth
$77,590after your settings in ECU.V
Profit
+$60,390+351.10% on money in
Annualised return
+34.86%Money-weighted (XIRR)
Deepest dip
-76.73%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.23% | +6.06% | +28.68% | +62.04% | +145.07% p.a. | +22.76% p.a. | — |
Calendar-year returns
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|
| 0.00% | +28.89% | -72.41% | +12.50% | +250.00% | +95.24% | +42.28% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2020 | $10,100 | $10,100 | $0 | 0.00% |
| 2021 | $11,300 | $14,386 | +$3,086 | +27.31% |
| 2022 | $12,500 | $4,525 | -$7,975 | -63.80% |
| 2023 | $13,800 | $6,462 | -$7,338 | -53.17% |
| 2024 | $15,000 | $26,092 | +$11,092 | +73.94% |
| 2025 | $16,200 | $53,644 | +$37,444 | +231.14% |
| 2026 (YTD) | $17,200 | $77,590 | +$60,390 | +351.10% |
Best 12-month stretch
+334.78%Oct 2023 → Oct 2024
Worst 12-month stretch
-74.19%Feb 2022 → Feb 2023
Deepest drawdown
-83.57%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