Lump Sum10 years ago
$10,000 invested once
$43,163+$33,163 · +331.63%
Total invested$10,000
Annualised (CAGR)+15.81%
Max drawdown-64.14%
SIP · Monthly122 contributions
$100 every month
$46,839+$34,639 · +283.92%
Total invested$12,200
Money-weighted (XIRR)+25.54%
Max drawdown-46.71%
SIP · Biweekly261 contributions
$100 every two weeks
$100,566+$74,466 · +285.31%
Total invested$26,100
Money-weighted (XIRR)+25.68%
Max drawdown-46.71%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$90,002after your settings in AGI.TO
Profit
+$67,802+305.41% on money in
Annualised return
+19.06%Money-weighted (XIRR)
Deepest dip
-53.58%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-14.01% | +0.73% | -31.81% | -4.57% | +33.91% p.a. | +36.68% p.a. | +15.81% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -11.13% | -11.33% | -37.49% | +50.66% | +47.14% | -11.39% | +42.46% | +31.23% | +56.44% | +90.83% | -20.08% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,092 | -$1,108 | -10.87% |
| 2017 | $11,500 | $9,219 | -$2,281 | -19.83% |
| 2018 | $12,700 | $6,759 | -$5,941 | -46.78% |
| 2019 | $13,900 | $11,487 | -$2,413 | -17.36% |
| 2020 | $15,100 | $18,196 | +$3,096 | +20.50% |
| 2021 | $16,300 | $17,283 | +$983 | +6.03% |
| 2022 | $17,500 | $26,244 | +$8,744 | +49.96% |
| 2023 | $18,800 | $35,864 | +$17,064 | +90.76% |
| 2024 | $20,000 | $57,599 | +$37,599 | +187.99% |
| 2025 | $21,200 | $111,561 | +$90,361 | +426.23% |
| 2026 (YTD) | $22,200 | $90,002 | +$67,802 | +305.41% |
Best 12-month stretch
+124.39%Feb 2025 → Feb 2026
Worst 12-month stretch
-49.04%Dec 2017 → Dec 2018
Deepest drawdown
-64.14%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$982on $10,000, trailing 10 years