Lump Sum10 years ago
$10,000 invested once
$19,427+$9,427 · +94.27%
Total invested$10,000
Annualised (CAGR)+6.89%
Max drawdown-33.11%
SIP · Monthly122 contributions
$100 every month
$17,377+$5,177 · +42.44%
Total invested$12,200
Money-weighted (XIRR)+6.93%
Max drawdown-31.12%
SIP · Biweekly261 contributions
$100 every two weeks
$37,265+$11,165 · +42.78%
Total invested$26,100
Money-weighted (XIRR)+6.99%
Max drawdown-30.47%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$36,804after your settings in ADN.TO
Profit
+$14,604+65.78% on money in
Annualised return
+6.90%Money-weighted (XIRR)
Deepest dip
-32.59%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.21% | -0.37% | +3.57% | +20.70% | +10.03% p.a. | +5.55% p.a. | +6.89% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +8.02% | +12.58% | -18.86% | +17.78% | +6.68% | +26.51% | -16.32% | +22.73% | +10.63% | -5.58% | +15.44% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,014 | +$814 | +7.98% |
| 2017 | $11,500 | $13,807 | +$2,307 | +20.07% |
| 2018 | $12,700 | $12,216 | -$484 | -3.81% |
| 2019 | $13,900 | $15,608 | +$1,708 | +12.29% |
| 2020 | $15,100 | $17,976 | +$2,876 | +19.04% |
| 2021 | $16,300 | $24,029 | +$7,729 | +47.41% |
| 2022 | $17,500 | $21,191 | +$3,691 | +21.09% |
| 2023 | $18,800 | $27,407 | +$8,607 | +45.78% |
| 2024 | $20,000 | $31,593 | +$11,593 | +57.97% |
| 2025 | $21,200 | $30,988 | +$9,788 | +46.17% |
| 2026 (YTD) | $22,200 | $36,804 | +$14,604 | +65.78% |
Best 12-month stretch
+73.13%Mar 2020 → Mar 2021
Worst 12-month stretch
-21.44%Apr 2019 → Mar 2020
Deepest drawdown
-33.11%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,657on $10,000, trailing 10 years