Lump Sum10 years ago
$10,000 invested once
$44,231+$34,231 · +342.31%
Total invested$10,000
Annualised (CAGR)+16.09%
Max drawdown-86.21%
SIP · Monthly122 contributions
$100 every month
$138,146+$125,946 · +1032.34%
Total invested$12,200
Money-weighted (XIRR)+45.88%
Max drawdown-76.97%
SIP · Biweekly261 contributions
$100 every two weeks
$294,374+$268,274 · +1027.87%
Total invested$26,100
Money-weighted (XIRR)+45.93%
Max drawdown-77.21%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$182,376after your settings in RML.V
Profit
+$160,176+721.52% on money in
Annualised return
+28.94%Money-weighted (XIRR)
Deepest dip
-80.75%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.54% | +2.68% | +7.48% | -7.26% | +33.02% p.a. | +80.88% p.a. | +16.09% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -7.69% | -70.83% | +85.71% | -46.15% | -42.86% | +25.00% | 0.00% | +1140.00% | +20.97% | +24.00% | +23.66% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,419 | -$781 | -7.66% |
| 2017 | $11,500 | $3,496 | -$8,004 | -69.60% |
| 2018 | $12,700 | $8,192 | -$4,508 | -35.50% |
| 2019 | $13,900 | $5,606 | -$8,294 | -59.67% |
| 2020 | $15,100 | $4,180 | -$10,920 | -72.32% |
| 2021 | $16,300 | $6,367 | -$9,933 | -60.94% |
| 2022 | $17,500 | $7,294 | -$10,206 | -58.32% |
| 2023 | $18,800 | $96,270 | +$77,470 | +412.07% |
| 2024 | $20,000 | $117,267 | +$97,267 | +486.33% |
| 2025 | $21,200 | $146,658 | +$125,458 | +591.78% |
| 2026 (YTD) | $22,200 | $182,376 | +$160,176 | +721.52% |
Best 12-month stretch
+1966.67%Feb 2023 → Feb 2024
Worst 12-month stretch
-82.76%Oct 2018 → Oct 2019
Deepest drawdown
-86.21%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