Lump Sum10 years ago
$10,000 invested once
$6,000-$4,000 · -40.00%
Total invested$10,000
Annualised (CAGR)-13.49%
Max drawdown-80.26%
SIP · Monthly43 contributions
$100 every month
$4,836+$536 · +12.46%
Total invested$4,300
Money-weighted (XIRR)+6.60%
Max drawdown-37.67%
SIP · Biweekly93 contributions
$100 every two weeks
$10,337+$1,037 · +11.15%
Total invested$9,300
Money-weighted (XIRR)+6.06%
Max drawdown-36.61%
Playground
How you invest
Growth of your contributions
You invest
$14,300
It would be worth
$10,836after your settings in SASK.V
Profit
-$3,464-24.23% on money in
Annualised return
-8.94%Money-weighted (XIRR)
Deepest dip
-72.00%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-21.50% | -15.15% | -21.50% | +21.74% | -6.29% p.a. | — | — |
Calendar-year returns
| 2023 | 2024 | 2025 | YTD |
|---|---|---|---|
| -11.43% | -47.58% | +3.08% | +25.37% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2023 | $10,900 | $9,875 | -$1,025 | -9.40% |
| 2024 | $12,200 | $6,362 | -$5,838 | -47.85% |
| 2025 | $13,400 | $8,054 | -$5,346 | -39.89% |
| 2026 (YTD) | $14,300 | $10,836 | -$3,464 | -24.23% |
Best 12-month stretch
+177.11%May 2025 → May 2026
Worst 12-month stretch
-61.58%Apr 2023 → Apr 2024
Deepest drawdown
-80.26%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