Lump Sum10 years ago
$10,000 invested once
$20,415+$10,415 · +104.15%
Total invested$10,000
Annualised (CAGR)+7.42%
Max drawdown-45.57%
SIP · Monthly122 contributions
$100 every month
$15,727+$3,527 · +28.91%
Total invested$12,200
Money-weighted (XIRR)+5.00%
Max drawdown-35.58%
SIP · Biweekly261 contributions
$100 every two weeks
$33,766+$7,666 · +29.37%
Total invested$26,100
Money-weighted (XIRR)+5.08%
Max drawdown-35.54%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$36,142after your settings in AIF.TO
Profit
+$13,942+62.80% on money in
Annualised return
+6.65%Money-weighted (XIRR)
Deepest dip
-41.16%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+10.70% | +12.95% | +11.00% | -12.58% | +3.09% p.a. | -3.83% p.a. | +7.42% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +9.17% | +21.61% | -37.65% | +73.56% | +29.69% | +45.81% | -22.91% | -21.02% | +34.23% | +1.97% | -9.84% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,130 | +$930 | +9.12% |
| 2017 | $11,500 | $15,069 | +$3,569 | +31.04% |
| 2018 | $12,700 | $10,326 | -$2,374 | -18.69% |
| 2019 | $13,900 | $19,414 | +$5,514 | +39.67% |
| 2020 | $15,100 | $26,474 | +$11,374 | +75.33% |
| 2021 | $16,300 | $40,020 | +$23,720 | +145.52% |
| 2022 | $17,500 | $32,174 | +$14,674 | +83.85% |
| 2023 | $18,800 | $26,546 | +$7,746 | +41.20% |
| 2024 | $20,000 | $36,922 | +$16,922 | +84.61% |
| 2025 | $21,200 | $38,883 | +$17,683 | +83.41% |
| 2026 (YTD) | $22,200 | $36,142 | +$13,942 | +62.80% |
Best 12-month stretch
+103.23%Feb 2019 → Feb 2020
Worst 12-month stretch
-39.36%Dec 2017 → Dec 2018
Deepest drawdown
-45.57%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,105on $10,000, trailing 10 years