Lump Sum10 years ago
$10,000 invested once
$80,000+$70,000 · +700.00%
Total invested$10,000
Annualised (CAGR)+23.20%
Max drawdown-88.57%
SIP · Monthly122 contributions
$100 every month
$39,533+$27,333 · +224.04%
Total invested$12,200
Money-weighted (XIRR)+22.39%
Max drawdown-85.16%
SIP · Biweekly261 contributions
$100 every two weeks
$84,899+$58,799 · +225.28%
Total invested$26,100
Money-weighted (XIRR)+22.52%
Max drawdown-85.26%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$119,533after your settings in MKA.V
Profit
+$97,333+438.44% on money in
Annualised return
+22.98%Money-weighted (XIRR)
Deepest dip
-87.72%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-40.00% | -32.39% | -48.94% | -61.29% | +51.00% p.a. | -0.82% p.a. | +23.20% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| 0.00% | +83.33% | +9.09% | +33.33% | +75.00% | +85.71% | -51.92% | -32.00% | 0.00% | +405.88% | -44.19% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,200 | $0 | 0.00% |
| 2017 | $11,500 | $21,028 | +$9,528 | +82.85% |
| 2018 | $12,700 | $23,941 | +$11,241 | +88.51% |
| 2019 | $13,900 | $33,383 | +$19,483 | +140.17% |
| 2020 | $15,100 | $61,524 | +$46,424 | +307.44% |
| 2021 | $16,300 | $115,729 | +$99,429 | +609.99% |
| 2022 | $17,500 | $56,706 | +$39,206 | +224.03% |
| 2023 | $18,800 | $39,762 | +$20,962 | +111.50% |
| 2024 | $20,000 | $41,586 | +$21,586 | +107.93% |
| 2025 | $21,200 | $213,095 | +$191,895 | +905.16% |
| 2026 (YTD) | $22,200 | $119,533 | +$97,333 | +438.44% |
Best 12-month stretch
+1140.00%Oct 2024 → Oct 2025
Worst 12-month stretch
-70.00%Nov 2021 → Nov 2022
Deepest drawdown
-88.57%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