Last Updated:
4 Oct 2025 14:21:51 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 |
41.43% |
12.92% |
| 2022 |
-38.30% |
7.59% |
| 2023 |
23.79% |
4.02% |
| 2024 |
35.60% |
22.11% |
| 2025 |
23.12% |
21.33% |
| Overall |
83.63% |
74.26% |
Monthly Volatility
| Year |
Portfolio |
ES3 |
| 2018 |
6.40% |
3.67% |
| 2019 |
6.15% |
2.71% |
| 2020 |
7.93% |
6.56% |
| 2021 |
14.51% |
3.03% |
| 2022 |
11.43% |
3.16% |
| 2023 |
7.05% |
2.76% |
| 2024 |
11.43% |
2.88% |
| 2025 |
11.31% |
4.08% |
| Overall |
9.93% |
3.79% |
Max Drawdown (Time-weighted)
| Year |
Portfolio |
ES3 |
| 2018 |
-11.58% |
-15.79% |
| 2019 |
-20.09% |
-8.40% |
| 2020 |
-37.65% |
-31.65% |
| 2021 |
-37.15% |
-5.52% |
| 2022 |
-43.95% |
-10.85% |
| 2023 |
-16.26% |
-7.65% |
| 2024 |
-34.87% |
-7.80% |
| 2025 |
-39.68% |
-14.33% |
| Overall |
-53.15% |
-33.73% |
Edit Baseline Stock
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 |
42.56% |
SGD 5,537.17
|
| 2022 |
-38.64% |
SGD -143.73
|
| 2023 |
24.08% |
SGD 0
|
| 2024 |
35.71% |
SGD -308.92
|
| 2025 |
30.03% |
SGD -303.66
|
| Overall |
8.51% |
SGD 10,966.83
|
Switch to ExDate
Dividends Due/Paid (based on PayDate)
| 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 |
84.36 |
7.03 |
11,713.98 |
0.72% |
| 2022 |
SGD |
129.35 |
10.78 |
13,413.18 |
0.96% |
| 2024 |
SGD |
278.02 |
23.17 |
13,028.77 |
2.13% |
| 2025 |
SGD |
303.65 |
30.36 |
12,780.32 |
2.85% |
| Total |
SGD |
1,500.37 |
15.96 |
- |
- |
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 |
4,034.12 |
84.36 |
3,949.76 |
|
2022
|
SGD |
-5,820.25 |
129.35 |
-5,949.6 |
|
2023
|
SGD |
2,195.11 |
0 |
2,195.11 |
|
2024
|
SGD |
3,998.31 |
278.02 |
3,720.29 |
|
2025
|
SGD |
3,294.54 |
303.65 |
2,990.89 |
|
Overall
|
SGD |
7,047.45 |
2,101.04 |
4,946.41 |
