Lump Sum10 years ago
$10,000 invested once
$38,621+$28,621 · +286.21%
Total invested$10,000
Annualised (CAGR)+14.52%
Max drawdown-76.47%
SIP · Monthly122 contributions
$100 every month
$51,571+$39,371 · +322.71%
Total invested$12,200
Money-weighted (XIRR)+27.33%
Max drawdown-66.95%
SIP · Biweekly261 contributions
$100 every two weeks
$110,874+$84,774 · +324.80%
Total invested$26,100
Money-weighted (XIRR)+27.49%
Max drawdown-67.41%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$90,191after your settings in MKO.V
Profit
+$67,991+306.27% on money in
Annualised return
+19.09%Money-weighted (XIRR)
Deepest dip
-72.78%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-21.29% | +11.11% | +5.86% | +45.45% | +98.14% p.a. | +24.23% p.a. | +14.52% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.45% | -20.00% | -29.17% | +105.88% | +14.29% | -10.00% | -61.11% | +95.00% | +26.37% | +130.72% | +40.70% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,564 | +$364 | +3.57% |
| 2017 | $11,500 | $9,652 | -$1,848 | -16.07% |
| 2018 | $12,700 | $7,910 | -$4,790 | -37.72% |
| 2019 | $13,900 | $19,101 | +$5,201 | +37.41% |
| 2020 | $15,100 | $23,019 | +$7,919 | +52.44% |
| 2021 | $16,300 | $21,877 | +$5,577 | +34.22% |
| 2022 | $17,500 | $9,225 | -$8,275 | -47.29% |
| 2023 | $18,800 | $19,969 | +$1,169 | +6.22% |
| 2024 | $20,000 | $26,675 | +$6,675 | +33.37% |
| 2025 | $21,200 | $63,359 | +$42,159 | +198.86% |
| 2026 (YTD) | $22,200 | $90,191 | +$67,991 | +306.27% |
Best 12-month stretch
+380.00%Jun 2019 → Jun 2020
Worst 12-month stretch
-71.43%Nov 2021 → Oct 2022
Deepest drawdown
-76.47%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