Lump Sum10 years ago
$10,000 invested once
$13,000+$3,000 · +30.00%
Total invested$10,000
Annualised (CAGR)+3.33%
Max drawdown-94.79%
SIP · Monthly98 contributions
$100 every month
$57,201+$47,401 · +483.69%
Total invested$9,800
Money-weighted (XIRR)+42.95%
Max drawdown-83.45%
SIP · Biweekly210 contributions
$100 every two weeks
$123,943+$102,943 · +490.20%
Total invested$21,000
Money-weighted (XIRR)+43.43%
Max drawdown-84.18%
Playground
How you invest
Growth of your contributions
You invest
$19,800
It would be worth
$70,201after your settings in PGLD.V
Profit
+$50,401+254.55% on money in
Annualised return
+21.21%Money-weighted (XIRR)
Deepest dip
-92.13%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-17.02% | +40.96% | +60.27% | +192.50% | +135.82% p.a. | +18.13% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -10.00% | -81.48% | +166.67% | +70.00% | -63.24% | -48.00% | -46.15% | +814.29% | +82.81% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $10,300 | $9,310 | -$990 | -9.61% |
| 2019 | $11,500 | $2,373 | -$9,127 | -79.36% |
| 2020 | $12,700 | $8,433 | -$4,267 | -33.60% |
| 2021 | $13,900 | $16,026 | +$2,126 | +15.29% |
| 2022 | $15,200 | $6,697 | -$8,503 | -55.94% |
| 2023 | $16,400 | $4,467 | -$11,933 | -72.76% |
| 2024 | $17,600 | $3,479 | -$14,121 | -80.23% |
| 2025 | $18,800 | $37,663 | +$18,863 | +100.33% |
| 2026 (YTD) | $19,800 | $70,201 | +$50,401 | +254.55% |
Best 12-month stretch
+1346.15%Jan 2025 → Jan 2026
Worst 12-month stretch
-89.58%Feb 2019 → Feb 2020
Deepest drawdown
-94.79%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