Lump Sum10 years ago
$10,000 invested once
$12,358+$2,358 · +23.58%
Total invested$10,000
Annualised (CAGR)+2.15%
Max drawdown-87.30%
SIP · Monthly122 contributions
$100 every month
$28,779+$16,579 · +135.90%
Total invested$12,200
Money-weighted (XIRR)+16.48%
Max drawdown-48.83%
SIP · Biweekly261 contributions
$100 every two weeks
$61,821+$35,721 · +136.86%
Total invested$26,100
Money-weighted (XIRR)+16.60%
Max drawdown-49.37%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$41,138after your settings in AAV.TO
Profit
+$18,938+85.31% on money in
Annualised return
+8.41%Money-weighted (XIRR)
Deepest dip
-73.57%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+6.79% | -3.69% | +12.53% | -6.23% | +2.67% p.a. | +8.84% p.a. | +2.15% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.43% | -40.79% | -59.44% | +17.35% | -33.46% | +333.33% | +27.80% | -9.93% | +16.41% | +18.13% | -8.87% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,744 | +$544 | +5.33% |
| 2017 | $11,500 | $7,279 | -$4,221 | -36.70% |
| 2018 | $12,700 | $3,727 | -$8,973 | -70.65% |
| 2019 | $13,900 | $5,870 | -$8,030 | -57.77% |
| 2020 | $15,100 | $5,021 | -$10,079 | -66.75% |
| 2021 | $16,300 | $24,016 | +$7,716 | +47.34% |
| 2022 | $17,500 | $31,909 | +$14,409 | +82.34% |
| 2023 | $18,800 | $30,034 | +$11,234 | +59.75% |
| 2024 | $20,000 | $36,183 | +$16,183 | +80.92% |
| 2025 | $21,200 | $44,024 | +$22,824 | +107.66% |
| 2026 (YTD) | $22,200 | $41,138 | +$18,938 | +85.31% |
Best 12-month stretch
+333.33%Dec 2020 → Dec 2021
Worst 12-month stretch
-65.00%Dec 2017 → Dec 2018
Deepest drawdown
-87.30%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