Last Updated:
1 Jul 2025 13:16:19 SGT
Update Report Now - Recompute from last update (Typically >1 min)
Time-weighted Returns (including Dividends & Fees)
| Year |
Portfolio |
ES3 |
| 2021 |
76.58% |
0.09% |
| 2022 |
-67.73% |
7.28% |
| 2023 |
89.32% |
4.02% |
| 2024 |
49.35% |
22.11% |
| 2025 |
-30.02% |
7.41% |
| Overall |
12.74% |
46.49% |
Monthly Volatility
| Year |
Portfolio |
ES3 |
| 2021 |
26.93% |
2.93% |
| 2022 |
23.85% |
3.16% |
| 2023 |
13.56% |
2.76% |
| 2024 |
18.55% |
2.88% |
| 2025 |
20.49% |
4.79% |
| Overall |
20.88% |
3.20% |
XIRR (including Dividends & Fees) & Capital Flow
| Year |
XIRR |
Capital Flow |
| 2021 |
115.70% |
SGD 5,630.92
|
| 2022 |
-68.03% |
SGD 0
|
| 2023 |
90.66% |
SGD 0
|
| 2024 |
49.35% |
SGD 0
|
| 2025 |
-51.51% |
SGD 0
|
| Overall |
2.89% |
SGD 5,630.92
|
Profit & Loss
| Year |
|
Total P&L |
Realized |
Unrealized |
|
2021
|
SGD |
4,312.41 |
0 |
4,312.41 |
|
2022
|
SGD |
-6,734.97 |
0 |
-6,734.97 |
|
2023
|
SGD |
2,865.62 |
0 |
2,865.62 |
|
2024
|
SGD |
2,997.68 |
0 |
2,997.68 |
|
2025
|
SGD |
-2,732.91 |
0 |
-2,732.91 |
|
Overall
|
SGD |
707.84 |
0 |
707.84 |
