Lump Sum10 years ago
$10,000 invested once
$99,631+$89,631 · +896.31%
Total invested$10,000
Annualised (CAGR)+25.95%
Max drawdown-56.10%
SIP · Monthly122 contributions
$100 every month
$51,161+$38,961 · +319.36%
Total invested$12,200
Money-weighted (XIRR)+27.18%
Max drawdown-52.26%
SIP · Biweekly261 contributions
$100 every two weeks
$109,383+$83,283 · +319.09%
Total invested$26,100
Money-weighted (XIRR)+27.24%
Max drawdown-52.08%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$150,793after your settings in THX.V
Profit
+$128,593+579.25% on money in
Annualised return
+26.24%Money-weighted (XIRR)
Deepest dip
-54.19%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-26.40% | -16.27% | -33.11% | -20.97% | +58.80% p.a. | +23.36% p.a. | +25.95% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +20.00% | +8.33% | +23.08% | -6.25% | +20.00% | +33.33% | +4.17% | -4.00% | +25.00% | +344.76% | -25.33% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,212 | +$2,012 | +19.73% |
| 2017 | $11,500 | $14,235 | +$2,735 | +23.78% |
| 2018 | $12,700 | $18,624 | +$5,924 | +46.65% |
| 2019 | $13,900 | $18,641 | +$4,741 | +34.11% |
| 2020 | $15,100 | $23,559 | +$8,459 | +56.02% |
| 2021 | $16,300 | $32,423 | +$16,123 | +98.91% |
| 2022 | $17,500 | $34,948 | +$17,448 | +99.70% |
| 2023 | $18,800 | $34,646 | +$15,846 | +84.29% |
| 2024 | $20,000 | $44,665 | +$24,665 | +123.33% |
| 2025 | $21,200 | $200,947 | +$179,747 | +847.86% |
| 2026 (YTD) | $22,200 | $150,793 | +$128,593 | +579.25% |
Best 12-month stretch
+408.53%Sep 2024 → Sep 2025
Worst 12-month stretch
-37.50%Jul 2023 → Jul 2024
Deepest drawdown
-56.10%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$9,300on $10,000, trailing 10 years