Lump Sum10 years ago
$10,000 invested once
$303,750+$293,750 · +2937.50%
Total invested$10,000
Annualised (CAGR)+47.41%
Max drawdown-86.20%
SIP · Monthly108 contributions
$100 every month
$66,424+$55,624 · +515.04%
Total invested$10,800
Money-weighted (XIRR)+39.71%
Max drawdown-82.27%
SIP · Biweekly230 contributions
$100 every two weeks
$138,590+$115,590 · +502.56%
Total invested$23,000
Money-weighted (XIRR)+39.30%
Max drawdown-82.17%
Playground
How you invest
Growth of your contributions
You invest
$20,800
It would be worth
$370,174after your settings in TAU.V
Profit
+$349,374+1679.68% on money in
Annualised return
+46.11%Money-weighted (XIRR)
Deepest dip
-85.70%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-30.37% | -12.90% | -30.57% | +43.79% | +66.42% p.a. | +19.51% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| +187.50% | +97.83% | +163.74% | -10.00% | -63.43% | +49.37% | 0.00% | +272.88% | +10.45% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $11,300 | $31,289 | +$19,989 | +176.90% |
| 2019 | $12,500 | $63,876 | +$51,376 | +411.01% |
| 2020 | $13,700 | $171,281 | +$157,581 | +1150.23% |
| 2021 | $14,900 | $155,299 | +$140,399 | +942.28% |
| 2022 | $16,100 | $57,610 | +$41,510 | +257.82% |
| 2023 | $17,300 | $87,850 | +$70,550 | +407.80% |
| 2024 | $18,600 | $89,044 | +$70,444 | +378.73% |
| 2025 | $19,800 | $334,431 | +$314,631 | +1589.04% |
| 2026 (YTD) | $20,800 | $370,174 | +$349,374 | +1679.68% |
Best 12-month stretch
+479.59%Mar 2020 → Mar 2021
Worst 12-month stretch
-69.78%Feb 2022 → Feb 2023
Deepest drawdown
-86.20%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