Lump Sum10 years ago
$10,000 invested once
$26,815+$16,815 · +168.15%
Total invested$10,000
Annualised (CAGR)+10.40%
Max drawdown-95.33%
SIP · Monthly122 contributions
$100 every month
$155,936+$143,736 · +1178.17%
Total invested$12,200
Money-weighted (XIRR)+48.21%
Max drawdown-76.88%
SIP · Biweekly261 contributions
$100 every two weeks
$334,537+$308,437 · +1181.75%
Total invested$26,100
Money-weighted (XIRR)+48.40%
Max drawdown-76.75%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$182,751after your settings in OMG.V
Profit
+$160,551+723.20% on money in
Annualised return
+28.97%Money-weighted (XIRR)
Deepest dip
-83.88%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-28.46% | -21.30% | -22.98% | +70.75% | +257.91% p.a. | +69.64% p.a. | +10.40% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -11.11% | -75.00% | 0.00% | 0.00% | +56.67% | -57.45% | -35.00% | +15.38% | +233.33% | +444.00% | +33.09% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,078 | -$1,122 | -11.00% |
| 2017 | $11,500 | $2,875 | -$8,625 | -75.00% |
| 2018 | $12,700 | $3,875 | -$8,825 | -69.48% |
| 2019 | $13,900 | $5,142 | -$8,758 | -63.01% |
| 2020 | $15,100 | $9,891 | -$5,209 | -34.49% |
| 2021 | $16,300 | $5,049 | -$11,251 | -69.02% |
| 2022 | $17,500 | $4,297 | -$13,203 | -75.44% |
| 2023 | $18,800 | $6,704 | -$12,096 | -64.34% |
| 2024 | $20,000 | $24,611 | +$4,611 | +23.05% |
| 2025 | $21,200 | $136,672 | +$115,472 | +544.68% |
| 2026 (YTD) | $22,200 | $182,751 | +$160,551 | +723.20% |
Best 12-month stretch
+673.81%Nov 2024 → Nov 2025
Worst 12-month stretch
-75.00%Nov 2016 → Nov 2017
Deepest drawdown
-95.33%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