Lump Sum10 years ago
$10,000 invested once
$1,467-$8,533 · -85.33%
Total invested$10,000
Annualised (CAGR)-27.84%
Max drawdown-93.33%
SIP · Monthly72 contributions
$100 every month
$5,072-$2,128 · -29.55%
Total invested$7,200
Money-weighted (XIRR)NaN%
Max drawdown-46.71%
SIP · Biweekly154 contributions
$100 every two weeks
$10,910-$4,490 · -29.15%
Total invested$15,400
Money-weighted (XIRR)NaN%
Max drawdown-46.45%
Playground
How you invest
Growth of your contributions
You invest
$17,200
It would be worth
$6,539after your settings in OGG.V
Profit
-$10,661-61.98% on money in
Annualised return
NaN%Money-weighted (XIRR)
Deepest dip
-79.69%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-17.09% | +3.45% | -25.17% | -27.31% | -9.17% p.a. | -26.70% p.a. | — |
Calendar-year returns
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|
| +1.20% | -46.51% | -52.63% | -33.28% | -41.30% | +113.27% | -31.54% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2020 | $10,100 | $10,221 | +$121 | +1.20% |
| 2021 | $11,400 | $6,327 | -$5,073 | -44.50% |
| 2022 | $12,600 | $3,928 | -$8,672 | -68.83% |
| 2023 | $13,800 | $3,526 | -$10,274 | -74.45% |
| 2024 | $15,000 | $3,035 | -$11,965 | -79.77% |
| 2025 | $16,200 | $8,424 | -$7,776 | -48.00% |
| 2026 (YTD) | $17,200 | $6,539 | -$10,661 | -61.98% |
Best 12-month stretch
+265.17%Feb 2025 → Feb 2026
Worst 12-month stretch
-72.54%Jul 2021 → Jul 2022
Deepest drawdown
-93.33%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