Lump Sum10 years ago
$10,000 invested once
$28,403+$18,403 · +184.03%
Total invested$10,000
Annualised (CAGR)+11.04%
Max drawdown-58.13%
SIP · Monthly122 contributions
$100 every month
$33,352+$21,152 · +173.37%
Total invested$12,200
Money-weighted (XIRR)+19.23%
Max drawdown-45.60%
SIP · Biweekly261 contributions
$100 every two weeks
$71,474+$45,374 · +173.85%
Total invested$26,100
Money-weighted (XIRR)+19.31%
Max drawdown-46.16%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$61,755after your settings in ALA.TO
Profit
+$39,555+178.17% on money in
Annualised return
+13.91%Money-weighted (XIRR)
Deepest dip
-49.90%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+6.00% | -2.59% | +12.48% | +33.18% | +35.08% p.a. | +20.97% p.a. | +11.04% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +6.92% | -9.38% | -44.77% | +42.82% | +1.49% | +52.14% | -10.99% | +24.42% | +24.39% | +30.61% | +33.77% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,902 | +$702 | +6.88% |
| 2017 | $11,500 | $11,166 | -$334 | -2.91% |
| 2018 | $12,700 | $7,006 | -$5,694 | -44.84% |
| 2019 | $13,900 | $11,329 | -$2,571 | -18.50% |
| 2020 | $15,100 | $12,885 | -$2,215 | -14.67% |
| 2021 | $16,300 | $21,025 | +$4,725 | +28.99% |
| 2022 | $17,500 | $19,764 | +$2,264 | +12.94% |
| 2023 | $18,800 | $26,067 | +$7,267 | +38.65% |
| 2024 | $20,000 | $33,714 | +$13,714 | +68.57% |
| 2025 | $21,200 | $45,337 | +$24,137 | +113.85% |
| 2026 (YTD) | $22,200 | $61,755 | +$39,555 | +178.17% |
Best 12-month stretch
+90.59%Mar 2020 → Mar 2021
Worst 12-month stretch
-51.18%Dec 2017 → Dec 2018
Deepest drawdown
-58.13%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,092on $10,000, trailing 10 years