Lump Sum10 years ago
$10,000 invested once
$27,300+$17,300 · +173.00%
Total invested$10,000
Annualised (CAGR)+10.60%
Max drawdown-96.67%
SIP · Monthly122 contributions
$100 every month
$32,145+$19,945 · +163.48%
Total invested$12,200
Money-weighted (XIRR)+18.54%
Max drawdown-86.60%
SIP · Biweekly261 contributions
$100 every two weeks
$68,143+$42,043 · +161.09%
Total invested$26,100
Money-weighted (XIRR)+18.42%
Max drawdown-86.94%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$59,445after your settings in MOON.V
Profit
+$37,245+167.77% on money in
Annualised return
+13.39%Money-weighted (XIRR)
Deepest dip
-94.15%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-25.71% | -26.91% | -50.18% | +55.56% | +109.30% p.a. | +6.44% p.a. | +10.60% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| 0.00% | +200.00% | -33.33% | -25.00% | +166.67% | -50.00% | -50.00% | -70.00% | +500.00% | +36.11% | +11.43% |
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 | $32,432 | +$20,932 | +182.02% |
| 2018 | $12,700 | $22,278 | +$9,578 | +75.42% |
| 2019 | $13,900 | $17,869 | +$3,969 | +28.55% |
| 2020 | $15,100 | $51,484 | +$36,384 | +240.95% |
| 2021 | $16,300 | $26,600 | +$10,300 | +63.19% |
| 2022 | $17,500 | $14,263 | -$3,237 | -18.49% |
| 2023 | $18,800 | $5,302 | -$13,498 | -71.80% |
| 2024 | $20,000 | $37,427 | +$17,427 | +87.14% |
| 2025 | $21,200 | $52,670 | +$31,470 | +148.44% |
| 2026 (YTD) | $22,200 | $59,445 | +$37,245 | +167.77% |
Best 12-month stretch
+800.00%Apr 2020 → Apr 2021
Worst 12-month stretch
-83.33%Feb 2022 → Feb 2023
Deepest drawdown
-96.67%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