Lump Sum10 years ago
$10,000 invested once
$33,714+$23,714 · +237.14%
Total invested$10,000
Annualised (CAGR)+12.97%
Max drawdown-79.48%
SIP · Monthly122 contributions
$100 every month
$44,398+$32,198 · +263.92%
Total invested$12,200
Money-weighted (XIRR)+24.55%
Max drawdown-58.67%
SIP · Biweekly261 contributions
$100 every two weeks
$95,053+$68,953 · +264.19%
Total invested$26,100
Money-weighted (XIRR)+24.63%
Max drawdown-59.16%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$78,113after your settings in REG.V
Profit
+$55,913+251.86% on money in
Annualised return
+17.11%Money-weighted (XIRR)
Deepest dip
-73.83%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-6.90% | +13.73% | +16.54% | +82.95% | +86.70% p.a. | +36.00% p.a. | +12.97% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -14.29% | +54.17% | -25.95% | -8.03% | -15.08% | +0.93% | +1.85% | +8.18% | +70.59% | +94.09% | +19.80% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,754 | -$1,446 | -14.18% |
| 2017 | $11,500 | $14,910 | +$3,410 | +29.66% |
| 2018 | $12,700 | $11,991 | -$709 | -5.58% |
| 2019 | $13,900 | $12,087 | -$1,813 | -13.04% |
| 2020 | $15,100 | $11,640 | -$3,460 | -22.91% |
| 2021 | $16,300 | $13,165 | -$3,135 | -19.24% |
| 2022 | $17,500 | $14,891 | -$2,609 | -14.91% |
| 2023 | $18,800 | $17,927 | -$873 | -4.65% |
| 2024 | $20,000 | $32,102 | +$12,102 | +60.51% |
| 2025 | $21,200 | $64,269 | +$43,069 | +203.16% |
| 2026 (YTD) | $22,200 | $78,113 | +$55,913 | +251.86% |
Best 12-month stretch
+194.52%Oct 2023 → Oct 2024
Worst 12-month stretch
-69.44%Mar 2019 → Mar 2020
Deepest drawdown
-79.48%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