Lump Sum10 years ago
$10,000 invested once
$2,313-$7,687 · -76.88%
Total invested$10,000
Annualised (CAGR)-13.64%
Max drawdown-97.50%
SIP · Monthly122 contributions
$100 every month
$18,385+$6,185 · +50.70%
Total invested$12,200
Money-weighted (XIRR)+7.98%
Max drawdown-86.91%
SIP · Biweekly261 contributions
$100 every two weeks
$38,516+$12,416 · +47.57%
Total invested$26,100
Money-weighted (XIRR)+7.60%
Max drawdown-86.63%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$20,698after your settings in GAL.V
Profit
-$1,502-6.77% on money in
Annualised return
-0.97%Money-weighted (XIRR)
Deepest dip
-89.85%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-24.49% | -7.50% | +60.87% | +270.00% | +20.86% p.a. | +0.55% p.a. | -13.64% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -37.50% | -20.00% | +25.00% | -70.00% | -16.67% | +100.00% | -2.00% | -53.06% | -73.91% | +150.00% | +146.67% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $6,403 | -$3,797 | -37.22% |
| 2017 | $11,500 | $6,195 | -$5,305 | -46.13% |
| 2018 | $12,700 | $8,939 | -$3,761 | -29.61% |
| 2019 | $13,900 | $3,327 | -$10,573 | -76.06% |
| 2020 | $15,100 | $4,037 | -$11,063 | -73.26% |
| 2021 | $16,300 | $9,546 | -$6,754 | -41.43% |
| 2022 | $17,500 | $10,471 | -$7,029 | -40.17% |
| 2023 | $18,800 | $5,950 | -$12,850 | -68.35% |
| 2024 | $20,000 | $2,140 | -$17,860 | -89.30% |
| 2025 | $21,200 | $7,930 | -$13,270 | -62.59% |
| 2026 (YTD) | $22,200 | $20,698 | -$1,502 | -6.77% |
Best 12-month stretch
+916.67%May 2025 → May 2026
Worst 12-month stretch
-87.50%Mar 2019 → Mar 2020
Deepest drawdown
-97.50%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