Last Updated:
19 Apr 2024 19:31:55 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 |
37.47% |
-1.20% |
| Overall |
48.29% |
10.35% |
Monthly Volatility
| Year |
Portfolio |
ES3 |
| 2021 |
26.93% |
2.93% |
| 2022 |
23.85% |
3.16% |
| 2023 |
13.56% |
2.76% |
| 2024 |
17.79% |
2.71% |
| Overall |
21.38% |
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 |
190.28% |
SGD 0
|
| Overall |
13.94% |
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 |
2,276 |
0 |
2,276 |
|
Overall
|
SGD |
1,097.96 |
0 |
1,097.96 |
