Last Updated:
18 Mar 2026 19:34:47 SGT
Update Report Now - Recompute from last update (Typically >1 min)
Time-weighted Returns (including Dividends & Fees)
| Year |
Portfolio |
ES3 |
| 2018 |
26.80% |
-7.20% |
| 2019 |
9.91% |
9.08% |
| 2020 |
-26.94% |
-8.05% |
| 2021 |
9.98% |
12.92% |
| 2022 |
-27.20% |
7.59% |
| 2023 |
21.17% |
4.02% |
| 2024 |
26.54% |
22.11% |
| 2025 |
7.62% |
28.14% |
| 2026 |
-4.80% |
7.72% |
| Overall |
28.09% |
98.25% |
Monthly Volatility
| Year |
Portfolio |
ES3 |
| 2018 |
6.40% |
3.67% |
| 2019 |
6.15% |
2.71% |
| 2020 |
7.93% |
6.56% |
| 2021 |
12.67% |
3.03% |
| 2022 |
6.98% |
3.16% |
| 2023 |
3.90% |
2.76% |
| 2024 |
6.36% |
2.88% |
| 2025 |
6.44% |
3.80% |
| 2026 |
5.42% |
3.85% |
| Overall |
7.45% |
3.77% |
Max Drawdown (Time-weighted)
| Year |
Portfolio |
ES3 |
| 2018 |
-11.58% |
-15.79% |
| 2019 |
-20.09% |
-8.40% |
| 2020 |
-37.65% |
-31.65% |
| 2021 |
-43.29% |
-5.52% |
| 2022 |
-31.23% |
-10.85% |
| 2023 |
-6.26% |
-7.65% |
| 2024 |
-18.38% |
-7.80% |
| 2025 |
-26.18% |
-14.33% |
| 2026 |
-12.16% |
-5.66% |
| Overall |
-49.02% |
-33.73% |
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XIRR (including Dividends & Fees) & Capital Flow
| Year |
XIRR |
Capital Flow |
| 2018 |
60.88% |
SGD 3,815.11
|
| 2019 |
6.92% |
SGD 2,546.66
|
| 2020 |
-27.12% |
SGD -175.81
|
| 2021 |
15.05% |
SGD 19,068.28
|
| 2022 |
-27.46% |
SGD -305.94
|
| 2023 |
21.41% |
SGD -168.81
|
| 2024 |
26.59% |
SGD -476.61
|
| 2025 |
7.53% |
SGD -478.51
|
| 2026 |
-21.03% |
SGD -29.44
|
| Overall |
3.72% |
SGD 23,794.93
|
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Dividends Due/Paid (based on ExDate)
| Year |
Currency |
Total |
Monthly |
Avg Cost |
Avg Cost Yield |
| 2019 |
SGD |
546.77 |
45.56 |
7,103.2 |
7.70% |
| 2020 |
SGD |
158.22 |
13.19 |
7,700.24 |
2.05% |
| 2021 |
SGD |
164.18 |
13.68 |
18,628.35 |
0.88% |
| 2022 |
SGD |
291.55 |
24.3 |
26,442.95 |
1.10% |
| 2023 |
SGD |
168.81 |
14.07 |
25,808.6 |
0.65% |
| 2024 |
SGD |
445.7 |
37.14 |
25,901.59 |
1.72% |
| 2025 |
SGD |
478.49 |
39.87 |
25,565.92 |
1.87% |
| 2026 |
SGD |
29.43 |
9.81 |
25,095.1 |
0.47% |
| Total |
SGD |
2,283.15 |
23.06 |
- |
- |
Profit & Loss
| Year |
|
Total P&L |
Realized |
Unrealized |
|
2018
|
SGD |
1,040.43 |
600.67 |
439.76 |
|
2019
|
SGD |
448.15 |
546.77 |
-98.62 |
|
2020
|
SGD |
-2,142.96 |
158.22 |
-2,301.18 |
|
2021
|
SGD |
2,437.55 |
164.18 |
2,273.37 |
|
2022
|
SGD |
-7,375.17 |
291.55 |
-7,666.72 |
|
2023
|
SGD |
4,101.52 |
168.81 |
3,932.71 |
|
2024
|
SGD |
6,133.03 |
445.7 |
5,687.33 |
|
2025
|
SGD |
2,165.11 |
478.49 |
1,686.62 |
|
2026
|
SGD |
-1,475.84 |
29.43 |
-1,505.27 |
|
Overall
|
SGD |
5,331.81 |
2,883.82 |
2,447.99 |
Show Dividends Estimated Monthly Summary
Dividends Estimated Monthly Summary (based on ExDate)
| Type |
Year-Month |
# ExDate |
# Dividends |
Amount |
| Due/Paid |
2026-02 |
1 |
1 |
SGD 29.44 |
| Projected |
2026-03 |
1 |
1 |
SGD 269.8 |
| Projected |
2026-05 |
1 |
1 |
SGD 79.19 |
| Projected |
2026-08 |
1 |
1 |
SGD 58.79 |
| Projected |
2026-09 |
1 |
1 |
SGD 84.31 |
| Projected |
2026-11 |
1 |
1 |
SGD 34.72 |
| Projected |
2027-02 |
1 |
1 |
SGD 29.71 |
Show Dividends Estimated Full Details
Dividends Estimated Details (based on ExDate)
