Lump Sum10 years ago
$10,000 invested once
$44,444+$34,444 · +344.44%
Total invested$10,000
Annualised (CAGR)+16.15%
Max drawdown-86.21%
SIP · Monthly122 contributions
$100 every month
$51,990+$39,790 · +326.15%
Total invested$12,200
Money-weighted (XIRR)+27.48%
Max drawdown-82.26%
SIP · Biweekly261 contributions
$100 every two weeks
$110,372+$84,272 · +322.88%
Total invested$26,100
Money-weighted (XIRR)+27.41%
Max drawdown-82.11%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$96,435after your settings in SVRS.V
Profit
+$74,235+334.39% on money in
Annualised return
+20.01%Money-weighted (XIRR)
Deepest dip
-84.41%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-20.00% | -6.98% | -13.04% | +73.91% | +58.99% p.a. | +5.94% p.a. | +16.15% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -33.33% | -33.33% | +50.00% | +50.00% | +544.44% | -58.62% | -4.17% | -39.13% | -35.71% | +511.11% | -27.27% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $6,853 | -$3,347 | -32.81% |
| 2017 | $11,500 | $5,676 | -$5,824 | -50.65% |
| 2018 | $12,700 | $9,904 | -$2,796 | -22.02% |
| 2019 | $13,900 | $17,326 | +$3,426 | +24.65% |
| 2020 | $15,100 | $118,420 | +$103,320 | +684.24% |
| 2021 | $16,300 | $49,875 | +$33,575 | +205.98% |
| 2022 | $17,500 | $49,119 | +$31,619 | +180.68% |
| 2023 | $18,800 | $31,164 | +$12,364 | +65.77% |
| 2024 | $20,000 | $20,885 | +$885 | +4.43% |
| 2025 | $21,200 | $131,485 | +$110,285 | +520.21% |
| 2026 (YTD) | $22,200 | $96,435 | +$74,235 | +334.39% |
Best 12-month stretch
+1266.67%Mar 2020 → Mar 2021
Worst 12-month stretch
-62.50%Jul 2018 → Jul 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