Lump Sum10 years ago
$10,000 invested once
$7,343-$2,657 · -26.57%
Total invested$10,000
Annualised (CAGR)-3.86%
Max drawdown-88.00%
SIP · Monthly96 contributions
$100 every month
$11,051+$1,451 · +15.12%
Total invested$9,600
Money-weighted (XIRR)+3.56%
Max drawdown-80.89%
SIP · Biweekly205 contributions
$100 every two weeks
$23,769+$3,269 · +15.95%
Total invested$20,500
Money-weighted (XIRR)+3.74%
Max drawdown-80.25%
Playground
How you invest
Growth of your contributions
You invest
$19,600
It would be worth
$18,395after your settings in HITI.V
Profit
-$1,205-6.15% on money in
Annualised return
-1.07%Money-weighted (XIRR)
Deepest dip
-85.17%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-7.97% | +19.18% | +7.54% | -22.00% | +24.02% p.a. | -11.60% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| +10.61% | -53.42% | +50.00% | +40.39% | -61.08% | +1.91% | +131.46% | -22.11% | -5.34% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $10,100 | $11,171 | +$1,071 | +10.61% |
| 2019 | $11,300 | $5,855 | -$5,445 | -48.19% |
| 2020 | $12,500 | $10,685 | -$1,815 | -14.52% |
| 2021 | $13,700 | $15,775 | +$2,075 | +15.14% |
| 2022 | $15,000 | $7,111 | -$7,889 | -52.59% |
| 2023 | $16,200 | $8,593 | -$7,607 | -46.96% |
| 2024 | $17,400 | $21,879 | +$4,479 | +25.74% |
| 2025 | $18,600 | $18,272 | -$328 | -1.76% |
| 2026 (YTD) | $19,600 | $18,395 | -$1,205 | -6.15% |
Best 12-month stretch
+721.05%Mar 2020 → Mar 2021
Worst 12-month stretch
-81.00%Mar 2019 → Mar 2020
Deepest drawdown
-88.00%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