Lump Sum10 years ago
$10,000 invested once
$22,566+$12,566 · +125.66%
Total invested$10,000
Annualised (CAGR)+8.51%
Max drawdown-58.04%
SIP · Monthly122 contributions
$100 every month
$20,600+$8,400 · +68.85%
Total invested$12,200
Money-weighted (XIRR)+10.18%
Max drawdown-45.91%
SIP · Biweekly261 contributions
$100 every two weeks
$44,271+$18,171 · +69.62%
Total invested$26,100
Money-weighted (XIRR)+10.30%
Max drawdown-46.08%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$43,166after your settings in ADEN.TO
Profit
+$20,966+94.44% on money in
Annualised return
+9.06%Money-weighted (XIRR)
Deepest dip
-48.17%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.41% | -4.81% | -2.95% | +1.07% | +12.63% p.a. | -1.86% p.a. | +8.51% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.13% | +14.61% | -41.19% | +48.75% | +52.61% | +79.15% | -35.75% | +14.89% | +19.11% | -7.36% | +3.29% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,986 | -$214 | -2.10% |
| 2017 | $11,500 | $12,872 | +$1,372 | +11.93% |
| 2018 | $12,700 | $8,461 | -$4,239 | -33.38% |
| 2019 | $13,900 | $14,187 | +$287 | +2.06% |
| 2020 | $15,100 | $23,493 | +$8,393 | +55.58% |
| 2021 | $16,300 | $43,643 | +$27,343 | +167.75% |
| 2022 | $17,500 | $29,113 | +$11,613 | +66.36% |
| 2023 | $18,800 | $34,846 | +$16,046 | +85.35% |
| 2024 | $20,000 | $42,671 | +$22,671 | +113.35% |
| 2025 | $21,200 | $40,854 | +$19,654 | +92.71% |
| 2026 (YTD) | $22,200 | $43,166 | +$20,966 | +94.44% |
Best 12-month stretch
+271.45%Mar 2020 → Mar 2021
Worst 12-month stretch
-48.39%Dec 2017 → Dec 2018
Deepest drawdown
-58.04%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,420on $10,000, trailing 10 years