Lump Sum10 years ago
$10,000 invested once
$26,818+$16,818 · +168.18%
Total invested$10,000
Annualised (CAGR)+10.38%
Max drawdown-92.68%
SIP · Monthly122 contributions
$100 every month
$70,537+$58,337 · +478.17%
Total invested$12,200
Money-weighted (XIRR)+33.06%
Max drawdown-82.51%
SIP · Biweekly261 contributions
$100 every two weeks
$152,252+$126,152 · +483.34%
Total invested$26,100
Money-weighted (XIRR)+33.32%
Max drawdown-82.35%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$97,355after your settings in KRY.V
Profit
+$75,155+338.54% on money in
Annualised return
+20.09%Money-weighted (XIRR)
Deepest dip
-88.95%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-16.67% | -4.22% | +5.36% | +69.54% | +128.31% p.a. | +45.84% p.a. | +10.38% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -13.64% | 0.00% | -52.63% | -44.44% | +220.00% | -62.50% | -16.67% | -20.00% | +390.00% | +160.20% | +15.69% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,813 | -$1,387 | -13.60% |
| 2017 | $11,500 | $10,153 | -$1,347 | -11.71% |
| 2018 | $12,700 | $5,447 | -$7,253 | -57.11% |
| 2019 | $13,900 | $3,781 | -$10,119 | -72.80% |
| 2020 | $15,100 | $14,519 | -$581 | -3.85% |
| 2021 | $16,300 | $6,178 | -$10,122 | -62.10% |
| 2022 | $17,500 | $6,354 | -$11,146 | -63.69% |
| 2023 | $18,800 | $5,972 | -$12,828 | -68.23% |
| 2024 | $20,000 | $31,046 | +$11,046 | +55.23% |
| 2025 | $21,200 | $83,332 | +$62,132 | +293.07% |
| 2026 (YTD) | $22,200 | $97,355 | +$75,155 | +338.54% |
Best 12-month stretch
+666.67%Mar 2020 → Mar 2021
Worst 12-month stretch
-80.00%May 2021 → May 2022
Deepest drawdown
-92.68%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