Lump Sum10 years ago
$10,000 invested once
$63,421+$53,421 · +534.21%
Total invested$10,000
Annualised (CAGR)+20.32%
Max drawdown-70.19%
SIP · Monthly122 contributions
$100 every month
$29,301+$17,101 · +140.17%
Total invested$12,200
Money-weighted (XIRR)+16.76%
Max drawdown-66.62%
SIP · Biweekly261 contributions
$100 every two weeks
$63,291+$37,191 · +142.49%
Total invested$26,100
Money-weighted (XIRR)+16.98%
Max drawdown-66.58%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$92,722after your settings in LA.V
Profit
+$70,522+317.67% on money in
Annualised return
+19.42%Money-weighted (XIRR)
Deepest dip
-69.21%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.11% | -5.19% | -21.55% | +41.93% | +1.05% p.a. | +2.61% p.a. | +20.32% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -5.26% | +100.00% | -44.44% | +100.00% | +75.00% | +64.29% | +14.78% | -10.61% | -30.08% | +12.12% | +30.27% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,654 | -$546 | -5.35% |
| 2017 | $11,500 | $20,992 | +$9,492 | +82.54% |
| 2018 | $12,700 | $12,520 | -$180 | -1.42% |
| 2019 | $13,900 | $26,572 | +$12,672 | +91.17% |
| 2020 | $15,100 | $48,834 | +$33,734 | +223.41% |
| 2021 | $16,300 | $81,985 | +$65,685 | +402.97% |
| 2022 | $17,500 | $95,205 | +$77,705 | +444.03% |
| 2023 | $18,800 | $86,343 | +$67,543 | +359.27% |
| 2024 | $20,000 | $61,430 | +$41,430 | +207.15% |
| 2025 | $21,200 | $70,454 | +$49,254 | +232.33% |
| 2026 (YTD) | $22,200 | $92,722 | +$70,522 | +317.67% |
Best 12-month stretch
+307.39%May 2020 → May 2021
Worst 12-month stretch
-47.97%Jul 2023 → Jul 2024
Deepest drawdown
-70.19%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