Lump Sum10 years ago
$10,000 invested once
$325,600+$315,600 · +3156.00%
Total invested$10,000
Annualised (CAGR)+41.84%
Max drawdown-68.33%
SIP · Monthly122 contributions
$100 every month
$113,452+$101,252 · +829.94%
Total invested$12,200
Money-weighted (XIRR)+42.12%
Max drawdown-61.60%
SIP · Biweekly261 contributions
$100 every two weeks
$241,640+$215,540 · +825.82%
Total invested$26,100
Money-weighted (XIRR)+42.15%
Max drawdown-61.66%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$439,052after your settings in PNG.V
Profit
+$416,852+1877.71% on money in
Annualised return
+41.87%Money-weighted (XIRR)
Deepest dip
-67.05%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-10.94% | -32.95% | -49.44% | -39.88% | +100.31% p.a. | +60.11% p.a. | +41.84% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +4.00% | +34.62% | +128.57% | +47.50% | -3.39% | -34.21% | +52.00% | +14.04% | +326.15% | +145.13% | -40.06% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,594 | +$394 | +3.86% |
| 2017 | $11,500 | $15,613 | +$4,113 | +35.76% |
| 2018 | $12,700 | $37,647 | +$24,947 | +196.43% |
| 2019 | $13,900 | $56,679 | +$42,779 | +307.76% |
| 2020 | $15,100 | $56,097 | +$40,997 | +271.50% |
| 2021 | $16,300 | $37,784 | +$21,484 | +131.80% |
| 2022 | $17,500 | $59,217 | +$41,717 | +238.39% |
| 2023 | $18,800 | $69,155 | +$50,355 | +267.85% |
| 2024 | $20,000 | $297,384 | +$277,384 | +1386.92% |
| 2025 | $21,200 | $731,431 | +$710,231 | +3350.15% |
| 2026 (YTD) | $22,200 | $439,052 | +$416,852 | +1877.71% |
Best 12-month stretch
+430.53%Nov 2023 → Nov 2024
Worst 12-month stretch
-62.35%Mar 2019 → Mar 2020
Deepest drawdown
-68.33%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