Lump Sum10 years ago
$10,000 invested once
$32,850+$22,850 · +228.50%
Total invested$10,000
Annualised (CAGR)+14.86%
Max drawdown-79.74%
SIP · Monthly105 contributions
$100 every month
$18,938+$8,438 · +80.36%
Total invested$10,500
Money-weighted (XIRR)+13.36%
Max drawdown-63.72%
SIP · Biweekly225 contributions
$100 every two weeks
$40,417+$17,917 · +79.63%
Total invested$22,500
Money-weighted (XIRR)+13.33%
Max drawdown-64.02%
Playground
How you invest
Growth of your contributions
You invest
$20,500
It would be worth
$51,787after your settings in MTA.V
Profit
+$31,287+152.62% on money in
Annualised return
+14.45%Money-weighted (XIRR)
Deepest dip
-76.77%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-28.87% | -4.78% | +10.33% | +4.21% | +36.54% p.a. | +1.65% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| +2.70% | +141.85% | +107.71% | -45.51% | -24.51% | -38.24% | -4.94% | +171.69% | -2.96% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $11,000 | $11,320 | +$320 | +2.91% |
| 2019 | $12,200 | $29,388 | +$17,188 | +140.89% |
| 2020 | $13,400 | $63,319 | +$49,919 | +372.53% |
| 2021 | $14,600 | $35,463 | +$20,863 | +142.90% |
| 2022 | $15,900 | $28,014 | +$12,114 | +76.19% |
| 2023 | $17,100 | $18,213 | +$1,113 | +6.51% |
| 2024 | $18,300 | $18,448 | +$148 | +0.81% |
| 2025 | $19,500 | $52,413 | +$32,913 | +168.78% |
| 2026 (YTD) | $20,500 | $51,787 | +$31,287 | +152.62% |
Best 12-month stretch
+208.04%Feb 2025 → Feb 2026
Worst 12-month stretch
-48.67%Sep 2021 → Sep 2022
Deepest drawdown
-79.74%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$481on $10,000, trailing 10 years