Lump Sum10 years ago
$10,000 invested once
$15,815+$5,815 · +58.15%
Total invested$10,000
Annualised (CAGR)+13.64%
Max drawdown-66.27%
SIP · Monthly44 contributions
$100 every month
$4,175-$225 · -5.12%
Total invested$4,400
Money-weighted (XIRR)-2.87%
Max drawdown-58.33%
SIP · Biweekly94 contributions
$100 every two weeks
$8,944-$456 · -4.85%
Total invested$9,400
Money-weighted (XIRR)-2.74%
Max drawdown-59.36%
Playground
How you invest
Growth of your contributions
You invest
$14,400
It would be worth
$19,990after your settings in LMN.V
Profit
+$5,590+38.82% on money in
Annualised return
+11.18%Money-weighted (XIRR)
Deepest dip
-65.14%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+23.84% | +26.50% | +31.53% | -26.21% | +15.77% p.a. | — | — |
Calendar-year returns
| 2023 | 2024 | 2025 | YTD |
|---|---|---|---|
| +78.51% | +36.79% | -33.99% | -1.89% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2023 | $11,000 | $19,326 | +$8,326 | +75.69% |
| 2024 | $12,200 | $27,809 | +$15,609 | +127.94% |
| 2025 | $13,400 | $19,187 | +$5,787 | +43.18% |
| 2026 (YTD) | $14,400 | $19,990 | +$5,590 | +38.82% |
Best 12-month stretch
+150.68%Apr 2023 → Apr 2024
Worst 12-month stretch
-61.41%Jul 2025 → Jul 2026
Deepest drawdown
-66.27%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