Lump Sum10 years ago
$10,000 invested once
$32,250+$22,250 · +222.50%
Total invested$10,000
Annualised (CAGR)+12.47%
Max drawdown-94.59%
SIP · Monthly122 contributions
$100 every month
$32,564+$20,364 · +166.92%
Total invested$12,200
Money-weighted (XIRR)+18.78%
Max drawdown-74.46%
SIP · Biweekly261 contributions
$100 every two weeks
$70,171+$44,071 · +168.85%
Total invested$26,100
Money-weighted (XIRR)+18.97%
Max drawdown-75.54%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$64,814after your settings in ACX.TO
Profit
+$42,614+191.95% on money in
Annualised return
+14.57%Money-weighted (XIRR)
Deepest dip
-93.35%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+18.19% | +47.07% | +35.18% | +66.30% | +16.84% p.a. | +21.44% p.a. | +12.47% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +67.50% | +168.66% | -58.89% | -59.46% | -36.67% | +100.00% | +231.58% | -44.44% | +34.29% | -24.32% | +81.33% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $17,046 | +$6,846 | +67.12% |
| 2017 | $11,500 | $47,882 | +$36,382 | +316.37% |
| 2018 | $12,700 | $20,551 | +$7,851 | +61.82% |
| 2019 | $13,900 | $9,285 | -$4,615 | -33.20% |
| 2020 | $15,100 | $7,510 | -$7,590 | -50.27% |
| 2021 | $16,300 | $16,340 | +$40 | +0.24% |
| 2022 | $17,500 | $56,348 | +$38,848 | +221.99% |
| 2023 | $18,800 | $32,358 | +$13,558 | +72.12% |
| 2024 | $20,000 | $44,722 | +$24,722 | +123.61% |
| 2025 | $21,200 | $34,995 | +$13,795 | +65.07% |
| 2026 (YTD) | $22,200 | $64,814 | +$42,614 | +191.95% |
Best 12-month stretch
+405.56%Nov 2016 → Nov 2017
Worst 12-month stretch
-86.30%Apr 2019 → Apr 2020
Deepest drawdown
-94.59%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