Lump Sum10 years ago
$10,000 invested once
$4,722-$5,278 · -52.78%
Total invested$10,000
Annualised (CAGR)-7.24%
Max drawdown-96.94%
SIP · Monthly122 contributions
$100 every month
$12,175-$25 · -0.20%
Total invested$12,200
Money-weighted (XIRR)-0.04%
Max drawdown-91.42%
SIP · Biweekly261 contributions
$100 every two weeks
$25,946-$154 · -0.59%
Total invested$26,100
Money-weighted (XIRR)-0.12%
Max drawdown-91.41%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$16,898after your settings in LUCA.V
Profit
-$5,302-23.89% on money in
Annualised return
-3.80%Money-weighted (XIRR)
Deepest dip
-94.32%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-9.73% | +25.93% | -19.69% | -27.14% | +64.58% p.a. | -21.28% p.a. | -7.24% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +18.52% | +125.00% | -41.67% | -66.67% | +100.00% | +75.00% | -87.50% | -36.73% | +87.10% | +143.10% | -27.66% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,070 | +$1,870 | +18.34% |
| 2017 | $11,500 | $29,417 | +$17,917 | +155.80% |
| 2018 | $12,700 | $18,022 | +$5,322 | +41.91% |
| 2019 | $13,900 | $6,751 | -$7,149 | -51.43% |
| 2020 | $15,100 | $16,171 | +$1,071 | +7.09% |
| 2021 | $16,300 | $29,785 | +$13,485 | +82.73% |
| 2022 | $17,500 | $4,151 | -$13,349 | -76.28% |
| 2023 | $18,800 | $3,755 | -$15,045 | -80.03% |
| 2024 | $20,000 | $8,612 | -$11,388 | -56.94% |
| 2025 | $21,200 | $22,179 | +$979 | +4.62% |
| 2026 (YTD) | $22,200 | $16,898 | -$5,302 | -23.89% |
Best 12-month stretch
+675.00%May 2020 → May 2021
Worst 12-month stretch
-88.46%Mar 2022 → Mar 2023
Deepest drawdown
-96.94%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