Lump Sum10 years ago
$10,000 invested once
$19,211+$9,211 · +92.11%
Total invested$10,000
Annualised (CAGR)+6.77%
Max drawdown-84.91%
SIP · Monthly122 contributions
$100 every month
$44,312+$32,112 · +263.21%
Total invested$12,200
Money-weighted (XIRR)+24.51%
Max drawdown-81.81%
SIP · Biweekly261 contributions
$100 every two weeks
$95,046+$68,946 · +264.16%
Total invested$26,100
Money-weighted (XIRR)+24.62%
Max drawdown-81.82%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$63,522after your settings in GQC.V
Profit
+$41,322+186.14% on money in
Annualised return
+14.30%Money-weighted (XIRR)
Deepest dip
-81.84%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-14.12% | +7.35% | -67.84% | -52.90% | +109.50% p.a. | +43.67% p.a. | +6.77% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -28.95% | +37.04% | -64.86% | +7.69% | +100.00% | -53.57% | +7.69% | -28.57% | +180.00% | +492.86% | -56.02% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,280 | -$2,920 | -28.63% |
| 2017 | $11,500 | $11,284 | -$216 | -1.88% |
| 2018 | $12,700 | $4,877 | -$7,823 | -61.60% |
| 2019 | $13,900 | $6,570 | -$7,330 | -52.73% |
| 2020 | $15,100 | $14,853 | -$247 | -1.64% |
| 2021 | $16,300 | $7,661 | -$8,639 | -53.00% |
| 2022 | $17,500 | $9,087 | -$8,413 | -48.08% |
| 2023 | $18,800 | $7,759 | -$11,041 | -58.73% |
| 2024 | $20,000 | $23,517 | +$3,517 | +17.59% |
| 2025 | $21,200 | $142,664 | +$121,464 | +572.94% |
| 2026 (YTD) | $22,200 | $63,522 | +$41,322 | +186.14% |
Best 12-month stretch
+750.00%Oct 2024 → Oct 2025
Worst 12-month stretch
-72.97%Dec 2017 → Dec 2018
Deepest drawdown
-84.91%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