Lump Sum10 years ago
$10,000 invested once
$48,729+$38,729 · +387.29%
Total invested$10,000
Annualised (CAGR)+17.22%
Max drawdown-64.25%
SIP · Monthly122 contributions
$100 every month
$33,156+$20,956 · +171.77%
Total invested$12,200
Money-weighted (XIRR)+19.12%
Max drawdown-59.90%
SIP · Biweekly261 contributions
$100 every two weeks
$71,001+$44,901 · +172.04%
Total invested$26,100
Money-weighted (XIRR)+19.19%
Max drawdown-60.83%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$81,885after your settings in AGF-B.TO
Profit
+$59,685+268.85% on money in
Annualised return
+17.76%Money-weighted (XIRR)
Deepest dip
-61.86%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-6.13% | -34.75% | -4.84% | +9.28% | +37.39% p.a. | +19.01% p.a. | +17.22% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +24.40% | +36.77% | -34.08% | +31.14% | +2.34% | +43.95% | -10.40% | +15.54% | +46.16% | +58.38% | -6.15% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,669 | +$2,469 | +24.20% |
| 2017 | $11,500 | $18,872 | +$7,372 | +64.10% |
| 2018 | $12,700 | $13,458 | +$758 | +5.97% |
| 2019 | $13,900 | $19,055 | +$5,155 | +37.08% |
| 2020 | $15,100 | $21,034 | +$5,934 | +39.30% |
| 2021 | $16,300 | $31,654 | +$15,354 | +94.20% |
| 2022 | $17,500 | $29,643 | +$12,143 | +69.39% |
| 2023 | $18,800 | $35,592 | +$16,792 | +89.32% |
| 2024 | $20,000 | $53,519 | +$33,519 | +167.60% |
| 2025 | $21,200 | $86,385 | +$65,185 | +307.48% |
| 2026 (YTD) | $22,200 | $81,885 | +$59,685 | +268.85% |
Best 12-month stretch
+197.60%Mar 2020 → Mar 2021
Worst 12-month stretch
-48.50%Apr 2019 → Mar 2020
Deepest drawdown
-64.25%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,768on $10,000, trailing 10 years