Lump Sum10 years ago
$10,000 invested once
$9,271-$729 · -7.29%
Total invested$10,000
Annualised (CAGR)-11.28%
Max drawdown-22.12%
SIP · Monthly8 contributions
$100 every month
$858+$58 · +7.27%
Total invested$800
Money-weighted (XIRR)+22.30%
Max drawdown-15.87%
SIP · Biweekly17 contributions
$100 every two weeks
$1,833+$133 · +7.83%
Total invested$1,700
Money-weighted (XIRR)+25.68%
Max drawdown-12.93%
Playground
How you invest
Growth of your contributions
You invest
$10,800
It would be worth
$10,129after your settings in AGTF.TO
Profit
-$671-6.21% on money in
Annualised return
-9.96%Money-weighted (XIRR)
Deepest dip
-20.25%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.55% | +13.34% | +13.01% | — | — | — | — |
Calendar-year returns
| YTD |
|---|
| -7.29% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2026 (YTD) | $10,800 | $10,129 | -$671 | -6.21% |
Deepest drawdown
-22.12%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$47on $10,000, trailing 10 years