Lump Sum10 years ago
$10,000 invested once
$29,009+$19,009 · +190.09%
Total invested$10,000
Annualised (CAGR)+11.28%
Max drawdown-67.45%
SIP · Monthly122 contributions
$100 every month
$24,595+$12,395 · +101.60%
Total invested$12,200
Money-weighted (XIRR)+13.53%
Max drawdown-64.98%
SIP · Biweekly261 contributions
$100 every two weeks
$52,750+$26,650 · +102.11%
Total invested$26,100
Money-weighted (XIRR)+13.62%
Max drawdown-65.85%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$53,604after your settings in AD-UN.TO
Profit
+$31,404+141.46% on money in
Annualised return
+11.99%Money-weighted (XIRR)
Deepest dip
-66.85%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.47% | -4.46% | +7.29% | +28.52% | +32.06% p.a. | +13.07% p.a. | +11.28% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +35.13% | -6.82% | -10.23% | +41.76% | -24.35% | +33.79% | -7.62% | +10.82% | +26.69% | +16.48% | +18.39% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,750 | +$3,550 | +34.80% |
| 2017 | $11,500 | $14,127 | +$2,627 | +22.84% |
| 2018 | $12,700 | $13,874 | +$1,174 | +9.24% |
| 2019 | $13,900 | $21,057 | +$7,157 | +51.49% |
| 2020 | $15,100 | $17,500 | +$2,400 | +15.90% |
| 2021 | $16,300 | $24,787 | +$8,487 | +52.07% |
| 2022 | $17,500 | $24,053 | +$6,553 | +37.45% |
| 2023 | $18,800 | $28,066 | +$9,266 | +49.29% |
| 2024 | $20,000 | $36,965 | +$16,965 | +84.83% |
| 2025 | $21,200 | $44,397 | +$23,197 | +109.42% |
| 2026 (YTD) | $22,200 | $53,604 | +$31,404 | +141.46% |
Best 12-month stretch
+140.16%Mar 2020 → Mar 2021
Worst 12-month stretch
-60.73%Mar 2019 → Mar 2020
Deepest drawdown
-67.45%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$8,002on $10,000, trailing 10 years