Lump Sum10 years ago
$10,000 invested once
$15,535+$5,535 · +55.35%
Total invested$10,000
Annualised (CAGR)+4.52%
Max drawdown-80.20%
SIP · Monthly122 contributions
$100 every month
$19,696+$7,496 · +61.44%
Total invested$12,200
Money-weighted (XIRR)+9.33%
Max drawdown-68.49%
SIP · Biweekly261 contributions
$100 every two weeks
$42,229+$16,129 · +61.80%
Total invested$26,100
Money-weighted (XIRR)+9.39%
Max drawdown-68.44%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$35,231after your settings in ACQ.TO
Profit
+$13,031+58.70% on money in
Annualised return
+6.31%Money-weighted (XIRR)
Deepest dip
-71.78%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+25.37% | +20.90% | +26.08% | +4.20% | +6.95% p.a. | -8.39% p.a. | +4.52% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.78% | -0.23% | -48.34% | +12.30% | +93.30% | +80.86% | -45.41% | -1.76% | -22.36% | +34.59% | +20.39% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,593 | +$1,393 | +13.66% |
| 2017 | $11,500 | $12,920 | +$1,420 | +12.35% |
| 2018 | $12,700 | $7,599 | -$5,101 | -40.16% |
| 2019 | $13,900 | $9,977 | -$3,923 | -28.22% |
| 2020 | $15,100 | $21,905 | +$6,805 | +45.07% |
| 2021 | $16,300 | $40,929 | +$24,629 | +151.10% |
| 2022 | $17,500 | $23,337 | +$5,837 | +33.35% |
| 2023 | $18,800 | $24,292 | +$5,492 | +29.21% |
| 2024 | $20,000 | $19,982 | -$18 | -0.09% |
| 2025 | $21,200 | $28,210 | +$7,010 | +33.06% |
| 2026 (YTD) | $22,200 | $35,231 | +$13,031 | +58.70% |
Best 12-month stretch
+727.39%Apr 2020 → Apr 2021
Worst 12-month stretch
-57.15%Oct 2017 → Oct 2018
Deepest drawdown
-80.20%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$686on $10,000, trailing 10 years