Lump Sum10 years ago
$10,000 invested once
$42,500+$32,500 · +325.00%
Total invested$10,000
Annualised (CAGR)+18.05%
Max drawdown-81.67%
SIP · Monthly107 contributions
$100 every month
$52,130+$41,430 · +387.20%
Total invested$10,700
Money-weighted (XIRR)+34.94%
Max drawdown-63.29%
SIP · Biweekly228 contributions
$100 every two weeks
$112,552+$89,752 · +393.65%
Total invested$22,800
Money-weighted (XIRR)+35.27%
Max drawdown-63.92%
Playground
How you invest
Growth of your contributions
You invest
$20,700
It would be worth
$94,630after your settings in SIG.V
Profit
+$73,930+357.15% on money in
Annualised return
+23.60%Money-weighted (XIRR)
Deepest dip
-80.44%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-19.43% | -10.53% | -9.57% | -20.56% | +74.82% p.a. | +53.65% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -37.50% | +68.00% | -14.29% | -8.33% | -33.33% | +113.64% | +59.57% | +154.67% | -10.99% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $11,200 | $7,256 | -$3,944 | -35.22% |
| 2019 | $12,400 | $14,285 | +$1,885 | +15.20% |
| 2020 | $13,600 | $13,644 | +$44 | +0.32% |
| 2021 | $14,800 | $13,934 | -$866 | -5.85% |
| 2022 | $16,000 | $10,271 | -$5,729 | -35.80% |
| 2023 | $17,200 | $24,147 | +$6,947 | +40.39% |
| 2024 | $18,500 | $40,610 | +$22,110 | +119.52% |
| 2025 | $19,700 | $105,317 | +$85,617 | +434.60% |
| 2026 (YTD) | $20,700 | $94,630 | +$73,930 | +357.15% |
Best 12-month stretch
+341.18%Jul 2024 → Jul 2025
Worst 12-month stretch
-62.26%Apr 2021 → Apr 2022
Deepest drawdown
-81.67%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