Last Updated:
2 May 2024 12:04:41 SGT
Update Report Now (Full) - Recompute everything from your first transaction (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 |
33.32% |
2.85% |
Overall |
43.82% |
14.87% |
Monthly Volatility
Year |
Portfolio |
ES3 |
2021 |
26.93% |
2.93% |
2022 |
23.85% |
3.16% |
2023 |
13.56% |
2.76% |
2024 |
17.43% |
2.81% |
Overall |
21.31% |
2.93% |
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 |
138.12% |
SGD 0
|
Overall |
12.64% |
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 |
2,024.13 |
0 |
2,024.13 |
Overall
|
SGD |
1,097.96 |
0 |
1,097.96 |