Lump Sum10 years ago
$10,000 invested once
$50,798+$40,798 · +407.98%
Total invested$10,000
Annualised (CAGR)+20.24%
Max drawdown-78.60%
SIP · Monthly108 contributions
$100 every month
$62,525+$51,725 · +478.94%
Total invested$10,800
Money-weighted (XIRR)+38.24%
Max drawdown-52.55%
SIP · Biweekly231 contributions
$100 every two weeks
$136,280+$113,180 · +489.96%
Total invested$23,100
Money-weighted (XIRR)+38.78%
Max drawdown-50.30%
Playground
How you invest
Growth of your contributions
You invest
$20,800
It would be worth
$113,324after your settings in FISH.V
Profit
+$92,524+444.82% on money in
Annualised return
+26.13%Money-weighted (XIRR)
Deepest dip
-71.02%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-12.40% | +39.80% | +96.84% | +150.92% | +79.14% p.a. | +39.73% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -28.12% | -21.74% | +28.89% | +34.33% | -24.64% | +12.90% | +20.12% | +147.38% | +106.33% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $11,300 | $8,294 | -$3,006 | -26.60% |
| 2019 | $12,500 | $7,491 | -$5,009 | -40.08% |
| 2020 | $13,700 | $10,988 | -$2,712 | -19.79% |
| 2021 | $14,900 | $16,191 | +$1,291 | +8.66% |
| 2022 | $16,100 | $13,371 | -$2,729 | -16.95% |
| 2023 | $17,300 | $16,440 | -$860 | -4.97% |
| 2024 | $18,600 | $21,182 | +$2,582 | +13.88% |
| 2025 | $19,800 | $54,219 | +$34,419 | +173.83% |
| 2026 (YTD) | $20,800 | $113,324 | +$92,524 | +444.82% |
Best 12-month stretch
+206.15%Jan 2025 → Jan 2026
Worst 12-month stretch
-60.91%Jan 2018 → Jan 2019
Deepest drawdown
-78.60%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,300on $10,000, trailing 10 years