Lump Sum10 years ago
$10,000 invested once
$11,077+$1,077 · +10.77%
Total invested$10,000
Annualised (CAGR)+1.03%
Max drawdown-87.86%
SIP · Monthly122 contributions
$100 every month
$12,286+$86 · +0.71%
Total invested$12,200
Money-weighted (XIRR)+0.14%
Max drawdown-81.85%
SIP · Biweekly261 contributions
$100 every two weeks
$26,495+$395 · +1.51%
Total invested$26,100
Money-weighted (XIRR)+0.30%
Max drawdown-81.96%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$23,363after your settings in TUD.V
Profit
+$1,163+5.24% on money in
Annualised return
+0.70%Money-weighted (XIRR)
Deepest dip
-85.49%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-18.18% | -16.28% | -25.00% | -14.29% | -11.00% p.a. | -19.86% p.a. | +1.03% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| 0.00% | -35.38% | -38.10% | +192.31% | +250.00% | -20.68% | -50.71% | -8.65% | -27.89% | +35.77% | -22.58% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,216 | +$16 | +0.16% |
| 2017 | $11,500 | $7,496 | -$4,004 | -34.82% |
| 2018 | $12,700 | $5,629 | -$7,071 | -55.67% |
| 2019 | $13,900 | $18,607 | +$4,707 | +33.86% |
| 2020 | $15,100 | $68,136 | +$53,036 | +351.23% |
| 2021 | $16,300 | $55,056 | +$38,756 | +237.77% |
| 2022 | $17,500 | $28,032 | +$10,532 | +60.18% |
| 2023 | $18,800 | $26,749 | +$7,949 | +42.28% |
| 2024 | $20,000 | $20,288 | +$288 | +1.44% |
| 2025 | $21,200 | $29,190 | +$7,990 | +37.69% |
| 2026 (YTD) | $22,200 | $23,363 | +$1,163 | +5.24% |
Best 12-month stretch
+668.18%Mar 2020 → Mar 2021
Worst 12-month stretch
-70.37%Sep 2017 → Sep 2018
Deepest drawdown
-87.86%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