Lump Sum10 years ago
$10,000 invested once
$132,200+$122,200 · +1222.00%
Total invested$10,000
Annualised (CAGR)+57.88%
Max drawdown-63.64%
SIP · Monthly69 contributions
$100 every month
$72,021+$65,121 · +943.79%
Total invested$6,900
Money-weighted (XIRR)+90.29%
Max drawdown-49.44%
SIP · Biweekly148 contributions
$100 every two weeks
$156,747+$141,947 · +959.10%
Total invested$14,800
Money-weighted (XIRR)+91.60%
Max drawdown-49.41%
Playground
How you invest
Growth of your contributions
You invest
$16,900
It would be worth
$204,221after your settings in FDR.V
Profit
+$187,321+1108.41% on money in
Annualised return
+64.19%Money-weighted (XIRR)
Deepest dip
-56.62%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-19.88% | +66.92% | +29.86% | +81.59% | +85.63% p.a. | +80.34% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -44.00% | -28.57% | +685.00% | +244.59% | -20.52% | +53.72% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $11,100 | $6,347 | -$4,753 | -42.82% |
| 2022 | $12,300 | $5,370 | -$6,930 | -56.34% |
| 2023 | $13,500 | $46,816 | +$33,316 | +246.78% |
| 2024 | $14,700 | $164,487 | +$149,787 | +1018.96% |
| 2025 | $15,900 | $131,957 | +$116,057 | +729.92% |
| 2026 (YTD) | $16,900 | $204,221 | +$187,321 | +1108.41% |
Best 12-month stretch
+770.00%Mar 2023 → Mar 2024
Worst 12-month stretch
-60.00%Mar 2022 → Mar 2023
Deepest drawdown
-63.64%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