Lump Sum10 years ago
$10,000 invested once
$23,571+$13,571 · +135.71%
Total invested$10,000
Annualised (CAGR)+8.98%
Max drawdown-94.29%
SIP · Monthly122 contributions
$100 every month
$61,963+$49,763 · +407.90%
Total invested$12,200
Money-weighted (XIRR)+30.74%
Max drawdown-81.75%
SIP · Biweekly261 contributions
$100 every two weeks
$132,973+$106,873 · +409.47%
Total invested$26,100
Money-weighted (XIRR)+30.89%
Max drawdown-81.56%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$85,535after your settings in QTWO.V
Profit
+$63,335+285.29% on money in
Annualised return
+18.36%Money-weighted (XIRR)
Deepest dip
-87.54%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-29.79% | -36.29% | -40.22% | +73.68% | +37.99% p.a. | +57.79% p.a. | +8.98% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| 0.00% | +50.00% | -85.71% | +33.33% | +75.00% | -28.57% | +52.00% | -34.21% | +208.00% | +155.84% | -16.24% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,167 | -$33 | -0.33% |
| 2017 | $11,500 | $17,100 | +$5,600 | +48.70% |
| 2018 | $12,700 | $2,916 | -$9,784 | -77.04% |
| 2019 | $13,900 | $4,985 | -$8,915 | -64.14% |
| 2020 | $15,100 | $10,639 | -$4,461 | -29.54% |
| 2021 | $16,300 | $8,816 | -$7,484 | -45.91% |
| 2022 | $17,500 | $16,900 | -$600 | -3.43% |
| 2023 | $18,800 | $11,692 | -$7,108 | -37.81% |
| 2024 | $20,000 | $38,393 | +$18,393 | +91.96% |
| 2025 | $21,200 | $101,280 | +$80,080 | +377.73% |
| 2026 (YTD) | $22,200 | $85,535 | +$63,335 | +285.29% |
Best 12-month stretch
+1044.44%May 2022 → May 2023
Worst 12-month stretch
-85.71%Dec 2017 → Dec 2018
Deepest drawdown
-94.29%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