Last Updated:
8 May 2024 12:20:39 SGT
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Time-weighted Returns (including Dividends & Fees)
Year |
Portfolio |
ES3 |
2022 |
3.85% |
0% |
2023 |
12.89% |
4.02% |
2024 |
0% |
3.25% |
Overall |
17.23% |
7.40% |
Monthly Volatility
Year |
Portfolio |
ES3 |
2022 |
12.16% |
NA |
2023 |
3.57% |
2.76% |
2024 |
0% |
2.76% |
Overall |
3.19% |
2.75% |
XIRR (including Dividends & Fees) & Capital Flow
Year |
XIRR |
Capital Flow |
2022 |
NA |
SGD 30,000
|
2023 |
29.25% |
SGD 124,000
|
2024 |
0.0% |
SGD 0
|
Overall |
17.20% |
SGD 154,000
|