Lump Sum10 years ago
$10,000 invested once
$19,531+$9,531 · +95.31%
Total invested$10,000
Annualised (CAGR)+6.95%
Max drawdown-42.35%
SIP · Monthly122 contributions
$100 every month
$16,848+$4,648 · +38.10%
Total invested$12,200
Money-weighted (XIRR)+6.33%
Max drawdown-40.53%
SIP · Biweekly261 contributions
$100 every two weeks
$36,061+$9,961 · +38.16%
Total invested$26,100
Money-weighted (XIRR)+6.36%
Max drawdown-40.07%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$36,380after your settings in AI.TO
Profit
+$14,180+63.87% on money in
Annualised return
+6.74%Money-weighted (XIRR)
Deepest dip
-41.89%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-2.20% | -3.96% | -3.69% | +5.34% | +12.11% p.a. | +2.80% p.a. | +6.95% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.04% | +10.84% | +10.71% | +20.92% | -6.55% | +18.44% | -17.74% | +6.32% | +14.07% | +13.18% | +3.20% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,408 | +$208 | +2.04% |
| 2017 | $11,500 | $12,928 | +$1,428 | +12.42% |
| 2018 | $12,700 | $15,551 | +$2,851 | +22.45% |
| 2019 | $13,900 | $20,139 | +$6,239 | +44.88% |
| 2020 | $15,100 | $20,219 | +$5,119 | +33.90% |
| 2021 | $16,300 | $25,196 | +$8,896 | +54.57% |
| 2022 | $17,500 | $21,826 | +$4,326 | +24.72% |
| 2023 | $18,800 | $24,491 | +$5,691 | +30.27% |
| 2024 | $20,000 | $29,171 | +$9,171 | +45.85% |
| 2025 | $21,200 | $34,298 | +$13,098 | +61.78% |
| 2026 (YTD) | $22,200 | $36,380 | +$14,180 | +63.87% |
Best 12-month stretch
+68.47%Mar 2020 → Mar 2021
Worst 12-month stretch
-32.07%Apr 2019 → Mar 2020
Deepest drawdown
-42.35%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,437on $10,000, trailing 10 years