Lump Sum10 years ago
$10,000 invested once
$161,613+$151,613 · +1516.13%
Total invested$10,000
Annualised (CAGR)+32.14%
Max drawdown-88.89%
SIP · Monthly122 contributions
$100 every month
$255,119+$242,919 · +1991.14%
Total invested$12,200
Money-weighted (XIRR)+57.69%
Max drawdown-65.84%
SIP · Biweekly261 contributions
$100 every two weeks
$547,200+$521,100 · +1996.55%
Total invested$26,100
Money-weighted (XIRR)+57.91%
Max drawdown-64.08%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$416,732after your settings in ZDC.V
Profit
+$394,532+1777.17% on money in
Annualised return
+40.98%Money-weighted (XIRR)
Deepest dip
-79.71%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-4.21% | +3.09% | -22.57% | -28.12% | +95.03% p.a. | +69.63% p.a. | +32.14% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -22.58% | -37.50% | -26.67% | -36.36% | +142.86% | +141.18% | +46.34% | -3.33% | +532.76% | +72.48% | -20.85% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,924 | -$2,276 | -22.32% |
| 2017 | $11,500 | $6,000 | -$5,500 | -47.83% |
| 2018 | $12,700 | $5,166 | -$7,534 | -59.33% |
| 2019 | $13,900 | $4,169 | -$9,731 | -70.01% |
| 2020 | $15,100 | $12,292 | -$2,808 | -18.59% |
| 2021 | $16,300 | $31,496 | +$15,196 | +93.23% |
| 2022 | $17,500 | $47,786 | +$30,286 | +173.06% |
| 2023 | $18,800 | $47,410 | +$28,610 | +152.18% |
| 2024 | $20,000 | $303,483 | +$283,483 | +1417.41% |
| 2025 | $21,200 | $525,350 | +$504,150 | +2378.07% |
| 2026 (YTD) | $22,200 | $416,732 | +$394,532 | +1777.17% |
Best 12-month stretch
+580.00%Jan 2024 → Jan 2025
Worst 12-month stretch
-72.73%Jan 2018 → Jan 2019
Deepest drawdown
-88.89%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