Lump Sum10 years ago
$10,000 invested once
$84,000+$74,000 · +740.00%
Total invested$10,000
Annualised (CAGR)+23.81%
Max drawdown-84.78%
SIP · Monthly122 contributions
$100 every month
$86,898+$74,698 · +612.28%
Total invested$12,200
Money-weighted (XIRR)+37.07%
Max drawdown-53.18%
SIP · Biweekly261 contributions
$100 every two weeks
$187,516+$161,416 · +618.45%
Total invested$26,100
Money-weighted (XIRR)+37.34%
Max drawdown-52.67%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$170,898after your settings in PML.V
Profit
+$148,698+669.81% on money in
Annualised return
+28.01%Money-weighted (XIRR)
Deepest dip
-81.91%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-23.64% | -21.25% | +26.00% | +180.00% | +126.05% p.a. | +47.77% p.a. | +23.81% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +26.67% | +100.00% | -34.21% | -60.00% | +70.00% | -5.88% | -12.50% | -7.14% | +161.54% | +20.59% | +207.32% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,888 | +$2,688 | +26.36% |
| 2017 | $11,500 | $28,020 | +$16,520 | +143.65% |
| 2018 | $12,700 | $19,518 | +$6,818 | +53.68% |
| 2019 | $13,900 | $8,678 | -$5,222 | -37.57% |
| 2020 | $15,100 | $16,663 | +$1,563 | +10.35% |
| 2021 | $16,300 | $16,863 | +$563 | +3.45% |
| 2022 | $17,500 | $15,909 | -$1,591 | -9.09% |
| 2023 | $18,800 | $16,149 | -$2,651 | -14.10% |
| 2024 | $20,000 | $44,790 | +$24,790 | +123.95% |
| 2025 | $21,200 | $55,187 | +$33,987 | +160.32% |
| 2026 (YTD) | $22,200 | $170,898 | +$148,698 | +669.81% |
Best 12-month stretch
+334.09%Sep 2025 → Aug 2026
Worst 12-month stretch
-69.57%Dec 2018 → Dec 2019
Deepest drawdown
-84.78%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