Lump Sum10 years ago
$10,000 invested once
$4,152-$5,848 · -58.48%
Total invested$10,000
Annualised (CAGR)-10.21%
Max drawdown-90.61%
SIP · Monthly100 contributions
$100 every month
$3,546-$6,454 · -64.54%
Total invested$10,000
Money-weighted (XIRR)+48857945331.95%
Max drawdown-89.97%
SIP · Biweekly214 contributions
$100 every two weeks
$7,537-$13,863 · -64.78%
Total invested$21,400
Money-weighted (XIRR)+241416071915.88%
Max drawdown-89.73%
Playground
How you invest
Growth of your contributions
You invest
$20,000
It would be worth
$7,698after your settings in PVF-UN.V
Profit
-$12,302-61.51% on money in
Annualised return
NaN%Money-weighted (XIRR)
Deepest dip
-90.20%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.39% | -9.83% | -7.35% | -22.50% | -36.79% p.a. | -27.51% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -1.91% | +37.13% | -1.48% | +63.72% | -19.75% | +30.77% | +88.24% | -89.06% | -11.43% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $10,500 | $10,297 | -$203 | -1.93% |
| 2019 | $11,700 | $15,554 | +$3,854 | +32.94% |
| 2020 | $12,900 | $16,593 | +$3,693 | +28.62% |
| 2021 | $14,100 | $28,739 | +$14,639 | +103.82% |
| 2022 | $15,300 | $24,171 | +$8,871 | +57.98% |
| 2023 | $16,600 | $33,221 | +$16,621 | +100.12% |
| 2024 | $17,800 | $64,495 | +$46,695 | +262.33% |
| 2025 | $19,000 | $7,637 | -$11,363 | -59.80% |
| 2026 (YTD) | $20,000 | $7,698 | -$12,302 | -61.51% |
Best 12-month stretch
+153.83%Dec 2023 → Dec 2024
Worst 12-month stretch
-89.39%Dec 2024 → Dec 2025
Deepest drawdown
-90.61%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$658on $10,000, trailing 10 years