Lump Sum10 years ago
$10,000 invested once
$287,750+$277,750 · +2777.50%
Total invested$10,000
Annualised (CAGR)+78.68%
Max drawdown-83.93%
SIP · Monthly71 contributions
$100 every month
$363,632+$356,532 · +5021.58%
Total invested$7,100
Money-weighted (XIRR)+164.64%
Max drawdown-66.81%
SIP · Biweekly152 contributions
$100 every two weeks
$767,619+$752,419 · +4950.13%
Total invested$15,200
Money-weighted (XIRR)+164.98%
Max drawdown-67.21%
Playground
How you invest
Growth of your contributions
You invest
$17,100
It would be worth
$651,382after your settings in SLG.V
Profit
+$634,282+3709.25% on money in
Annualised return
+99.95%Money-weighted (XIRR)
Deepest dip
-78.35%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-19.06% | +21.16% | +68.27% | +585.12% | +317.94% p.a. | +112.35% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -52.50% | -21.05% | +33.33% | -20.00% | +1025.00% | +539.44% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $11,200 | $5,517 | -$5,683 | -50.74% |
| 2022 | $12,500 | $5,481 | -$7,019 | -56.15% |
| 2023 | $13,700 | $8,964 | -$4,736 | -34.57% |
| 2024 | $14,900 | $8,603 | -$6,297 | -42.26% |
| 2025 | $16,100 | $101,586 | +$85,486 | +530.97% |
| 2026 (YTD) | $17,100 | $651,382 | +$634,282 | +3709.25% |
Best 12-month stretch
+4828.57%Feb 2025 → Feb 2026
Worst 12-month stretch
-66.67%Nov 2021 → Nov 2022
Deepest drawdown
-83.93%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