Lump Sum10 years ago
$10,000 invested once
$7,143-$2,857 · -28.57%
Total invested$10,000
Annualised (CAGR)-3.31%
Max drawdown-92.41%
SIP · Monthly122 contributions
$100 every month
$19,471+$7,271 · +59.60%
Total invested$12,200
Money-weighted (XIRR)+9.08%
Max drawdown-67.46%
SIP · Biweekly261 contributions
$100 every two weeks
$41,092+$14,992 · +57.44%
Total invested$26,100
Money-weighted (XIRR)+8.84%
Max drawdown-67.50%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$26,614after your settings in GSKR.V
Profit
+$4,414+19.88% on money in
Annualised return
+2.48%Money-weighted (XIRR)
Deepest dip
-78.57%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-16.93% | -18.24% | -33.84% | +49.43% | +63.31% p.a. | +5.41% p.a. | -3.31% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +15.38% | -34.29% | -42.75% | +34.18% | +3.77% | -3.64% | -49.06% | -50.00% | +181.48% | +40.13% | +22.07% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,757 | +$1,557 | +15.26% |
| 2017 | $11,500 | $8,915 | -$2,585 | -22.48% |
| 2018 | $12,700 | $5,837 | -$6,863 | -54.04% |
| 2019 | $13,900 | $9,117 | -$4,783 | -34.41% |
| 2020 | $15,100 | $10,979 | -$4,121 | -27.29% |
| 2021 | $16,300 | $11,688 | -$4,612 | -28.30% |
| 2022 | $17,500 | $6,894 | -$10,606 | -60.61% |
| 2023 | $18,800 | $4,305 | -$14,495 | -77.10% |
| 2024 | $20,000 | $14,039 | -$5,961 | -29.81% |
| 2025 | $21,200 | $21,151 | -$49 | -0.23% |
| 2026 (YTD) | $22,200 | $26,614 | +$4,414 | +19.88% |
Best 12-month stretch
+400.00%Feb 2024 → Feb 2025
Worst 12-month stretch
-70.24%Mar 2023 → Mar 2024
Deepest drawdown
-92.41%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