Last Updated:
26 Apr 2024 20:20:28 SGT
Update Report Now (Full) - Recompute everything from your first transaction (Typically >1 min)
Time-weighted Returns (including Dividends & Fees)
| Year |
Portfolio |
ES3 |
| 2022 |
3.85% |
0% |
| 2023 |
12.89% |
4.02% |
| 2024 |
0% |
1.76% |
| Overall |
17.23% |
5.85% |
Monthly Volatility
| Year |
Portfolio |
ES3 |
| 2022 |
12.16% |
NA |
| 2023 |
3.57% |
2.76% |
| 2024 |
0% |
2.88% |
| Overall |
3.23% |
2.78% |
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 |
17.91% |
SGD 154,000
|
