Lump Sum10 years ago
$10,000 invested once
$26,655+$16,655 · +166.55%
Total invested$10,000
Annualised (CAGR)+10.34%
Max drawdown-49.99%
SIP · Monthly122 contributions
$100 every month
$30,431+$18,231 · +149.43%
Total invested$12,200
Money-weighted (XIRR)+17.52%
Max drawdown-35.10%
SIP · Biweekly261 contributions
$100 every two weeks
$65,188+$39,088 · +149.76%
Total invested$26,100
Money-weighted (XIRR)+17.59%
Max drawdown-34.55%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$57,086after your settings in ABX.TO
Profit
+$34,886+157.14% on money in
Annualised return
+12.84%Money-weighted (XIRR)
Deepest dip
-40.08%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-12.09% | +2.34% | -4.19% | +19.75% | +36.14% p.a. | +21.93% p.a. | +10.34% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -12.17% | -14.95% | -2.01% | +38.53% | +21.85% | -13.90% | +0.12% | +5.66% | -2.08% | +169.86% | -10.37% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,977 | -$1,223 | -11.99% |
| 2017 | $11,500 | $8,754 | -$2,746 | -23.88% |
| 2018 | $12,700 | $9,908 | -$2,792 | -21.98% |
| 2019 | $13,900 | $15,184 | +$1,284 | +9.23% |
| 2020 | $15,100 | $19,599 | +$4,499 | +29.79% |
| 2021 | $16,300 | $17,997 | +$1,697 | +10.41% |
| 2022 | $17,500 | $19,218 | +$1,718 | +9.82% |
| 2023 | $18,800 | $21,657 | +$2,857 | +15.19% |
| 2024 | $20,000 | $22,377 | +$2,377 | +11.88% |
| 2025 | $21,200 | $62,651 | +$41,451 | +195.52% |
| 2026 (YTD) | $22,200 | $57,086 | +$34,886 | +157.14% |
Best 12-month stretch
+208.58%Jan 2025 → Jan 2026
Worst 12-month stretch
-39.88%Aug 2017 → Aug 2018
Deepest drawdown
-49.99%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,320on $10,000, trailing 10 years