Lump Sum10 years ago
$10,000 invested once
$7,243-$2,757 · -27.57%
Total invested$10,000
Annualised (CAGR)-3.18%
Max drawdown-93.00%
SIP · Monthly122 contributions
$100 every month
$24,186+$11,986 · +98.25%
Total invested$12,200
Money-weighted (XIRR)+13.17%
Max drawdown-81.70%
SIP · Biweekly261 contributions
$100 every two weeks
$51,114+$25,014 · +95.84%
Total invested$26,100
Money-weighted (XIRR)+12.98%
Max drawdown-81.80%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$31,429after your settings in IFOS.V
Profit
+$9,229+41.57% on money in
Annualised return
+4.75%Money-weighted (XIRR)
Deepest dip
-88.25%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-10.62% | -10.22% | -36.88% | -38.99% | +19.68% p.a. | +12.66% p.a. | -3.18% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -26.67% | +10.00% | -60.74% | -31.58% | -61.54% | +496.00% | -4.03% | -8.39% | +37.40% | +79.29% | -32.67% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,491 | -$2,709 | -26.56% |
| 2017 | $11,500 | $9,950 | -$1,550 | -13.47% |
| 2018 | $12,700 | $4,534 | -$8,166 | -64.30% |
| 2019 | $13,900 | $4,035 | -$9,865 | -70.97% |
| 2020 | $15,100 | $2,507 | -$12,593 | -83.40% |
| 2021 | $16,300 | $16,880 | +$580 | +3.56% |
| 2022 | $17,500 | $17,077 | -$423 | -2.42% |
| 2023 | $18,800 | $16,788 | -$2,012 | -10.70% |
| 2024 | $20,000 | $24,573 | +$4,573 | +22.87% |
| 2025 | $21,200 | $45,546 | +$24,346 | +114.84% |
| 2026 (YTD) | $22,200 | $31,429 | +$9,229 | +41.57% |
Best 12-month stretch
+522.22%Jun 2020 → Jun 2021
Worst 12-month stretch
-80.65%Jul 2019 → Jul 2020
Deepest drawdown
-93.00%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$733on $10,000, trailing 10 years