Lump Sum10 years ago
$10,000 invested once
$17,537+$7,537 · +75.37%
Total invested$10,000
Annualised (CAGR)+19.83%
Max drawdown-48.00%
SIP · Monthly38 contributions
$100 every month
$6,894+$3,094 · +81.41%
Total invested$3,800
Money-weighted (XIRR)+41.23%
Max drawdown-38.75%
SIP · Biweekly82 contributions
$100 every two weeks
$14,742+$6,542 · +79.78%
Total invested$8,200
Money-weighted (XIRR)+41.36%
Max drawdown-39.21%
Playground
How you invest
Growth of your contributions
You invest
$13,800
It would be worth
$24,430after your settings in AAUC.TO
Profit
+$10,630+77.03% on money in
Annualised return
+23.06%Money-weighted (XIRR)
Deepest dip
-40.98%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-12.46% | -5.89% | -36.68% | +9.08% | +24.34% p.a. | — | — |
Calendar-year returns
| 2023 | 2024 | 2025 | YTD |
|---|---|---|---|
| -33.14% | +2.28% | +193.96% | -12.76% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2023 | $10,400 | $7,024 | -$3,376 | -32.46% |
| 2024 | $11,600 | $8,483 | -$3,117 | -26.87% |
| 2025 | $12,900 | $27,194 | +$14,294 | +110.80% |
| 2026 (YTD) | $13,800 | $24,430 | +$10,630 | +77.03% |
Best 12-month stretch
+278.70%Jan 2025 → Jan 2026
Worst 12-month stretch
-35.43%Sep 2023 → Sep 2024
Deepest drawdown
-48.00%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years