Last Updated:
1 Feb 2026 11:51:29 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 |
-4.87% |
12.92% |
| 2022 |
17.53% |
7.59% |
| 2023 |
-11.08% |
4.02% |
| 2024 |
19.91% |
22.11% |
| 2025 |
24.32% |
28.14% |
| 2026 |
-1.19% |
5.83% |
| Overall |
49.13% |
94.77% |
Monthly Volatility
| Year |
Portfolio |
ES3 |
| 2018 |
6.40% |
3.67% |
| 2019 |
6.15% |
2.71% |
| 2020 |
7.93% |
6.56% |
| 2021 |
6.26% |
3.03% |
| 2022 |
7.17% |
3.16% |
| 2023 |
5.65% |
2.76% |
| 2024 |
5.56% |
2.88% |
| 2025 |
6.29% |
3.80% |
| 2026 |
5.24% |
2.27% |
| Overall |
6.45% |
3.75% |
Max Drawdown (Time-weighted)
| Year |
Portfolio |
ES3 |
| 2018 |
-11.58% |
-15.79% |
| 2019 |
-20.09% |
-8.40% |
| 2020 |
-37.65% |
-31.65% |
| 2021 |
-16.88% |
-5.52% |
| 2022 |
-18.85% |
-10.85% |
| 2023 |
-17.63% |
-7.65% |
| 2024 |
-19.45% |
-7.80% |
| 2025 |
-18.70% |
-14.33% |
| 2026 |
-5.03% |
-0.79% |
| Overall |
-42.22% |
-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 |
-4.86% |
SGD -93.75
|
| 2022 |
17.99% |
SGD -143.73
|
| 2023 |
-11.19% |
SGD 0
|
| 2024 |
19.82% |
SGD -308.92
|
| 2025 |
24.39% |
SGD -303.66
|
| 2026 |
-14.03% |
SGD 0
|
| Overall |
3.63% |
SGD 5,335.91
|
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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 |
84.36 |
7.03 |
7,485.32 |
1.13% |
| 2022 |
SGD |
129.35 |
10.78 |
7,622.98 |
1.70% |
| 2024 |
SGD |
278.02 |
23.17 |
7,415.92 |
3.75% |
| 2025 |
SGD |
303.65 |
25.3 |
7,261.42 |
4.18% |
| Total |
SGD |
1,500.37 |
15.47 |
- |
- |
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 |
-278.3 |
84.36 |
-362.66 |
|
2022
|
SGD |
914.72 |
129.35 |
785.37 |
|
2023
|
SGD |
-670.51 |
0 |
-670.51 |
|
2024
|
SGD |
1,000.63 |
278.02 |
722.61 |
|
2025
|
SGD |
1,441.74 |
303.65 |
1,138.09 |
|
2026
|
SGD |
-55.68 |
0 |
-55.68 |
|
Overall
|
SGD |
1,698.23 |
2,101.04 |
-402.8 |
