Lump Sum10 years ago
$10,000 invested once
$17,680+$7,680 · +76.80%
Total invested$10,000
Annualised (CAGR)+5.88%
Max drawdown-75.70%
SIP · Monthly122 contributions
$100 every month
$12,258+$58 · +0.47%
Total invested$12,200
Money-weighted (XIRR)+0.09%
Max drawdown-73.87%
SIP · Biweekly261 contributions
$100 every two weeks
$26,216+$116 · +0.44%
Total invested$26,100
Money-weighted (XIRR)+0.09%
Max drawdown-74.49%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$29,938after your settings in AC.TO
Profit
+$7,738+34.85% on money in
Annualised return
+4.10%Money-weighted (XIRR)
Deepest dip
-75.40%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-22.79% | -9.28% | +13.80% | +14.60% | +8.11% p.a. | -1.00% p.a. | +5.88% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +14.49% | +89.32% | +3.13% | +81.00% | -52.87% | -7.20% | -8.23% | -3.61% | +19.48% | -11.46% | +6.78% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,656 | +$1,456 | +14.28% |
| 2017 | $11,500 | $23,937 | +$12,437 | +108.15% |
| 2018 | $12,700 | $25,969 | +$13,269 | +104.48% |
| 2019 | $13,900 | $48,495 | +$34,595 | +248.89% |
| 2020 | $15,100 | $24,295 | +$9,195 | +60.89% |
| 2021 | $16,300 | $23,585 | +$7,285 | +44.69% |
| 2022 | $17,500 | $22,822 | +$5,322 | +30.41% |
| 2023 | $18,800 | $23,187 | +$4,387 | +23.33% |
| 2024 | $20,000 | $29,148 | +$9,148 | +45.74% |
| 2025 | $21,200 | $27,129 | +$5,929 | +27.97% |
| 2026 (YTD) | $22,200 | $29,938 | +$7,738 | +34.85% |
Best 12-month stretch
+123.05%Mar 2020 → Mar 2021
Worst 12-month stretch
-68.65%Oct 2019 → Oct 2020
Deepest drawdown
-75.70%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