Lump Sum10 years ago
$10,000 invested once
$14,318+$4,318 · +43.18%
Total invested$10,000
Annualised (CAGR)+10.19%
Max drawdown-75.89%
SIP · Monthly46 contributions
$100 every month
$11,281+$6,681 · +145.25%
Total invested$4,600
Money-weighted (XIRR)+53.26%
Max drawdown-48.47%
SIP · Biweekly97 contributions
$100 every two weeks
$23,913+$14,213 · +146.53%
Total invested$9,700
Money-weighted (XIRR)+53.59%
Max drawdown-49.30%
Playground
How you invest
Growth of your contributions
You invest
$14,600
It would be worth
$25,600after your settings in PALI.V
Profit
+$11,000+75.34% on money in
Annualised return
+19.14%Money-weighted (XIRR)
Deepest dip
-64.61%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-23.93% | +31.08% | +59.55% | +171.34% | +29.13% p.a. | — | — |
Calendar-year returns
| 2023 | 2024 | 2025 | YTD |
|---|---|---|---|
| -40.28% | -27.44% | +86.15% | +77.50% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2023 | $11,100 | $6,871 | -$4,229 | -38.10% |
| 2024 | $12,400 | $6,042 | -$6,358 | -51.27% |
| 2025 | $13,600 | $13,671 | +$71 | +0.52% |
| 2026 (YTD) | $14,600 | $25,600 | +$11,000 | +75.34% |
Best 12-month stretch
+333.05%Sep 2025 → Aug 2026
Worst 12-month stretch
-66.02%May 2024 → May 2025
Deepest drawdown
-75.89%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