Lump Sum10 years ago
$10,000 invested once
$58,209+$48,209 · +482.09%
Total invested$10,000
Annualised (CAGR)+19.33%
Max drawdown-43.54%
SIP · Monthly122 contributions
$100 every month
$40,715+$28,515 · +233.73%
Total invested$12,200
Money-weighted (XIRR)+22.94%
Max drawdown-37.26%
SIP · Biweekly261 contributions
$100 every two weeks
$86,974+$60,874 · +233.23%
Total invested$26,100
Money-weighted (XIRR)+22.97%
Max drawdown-37.67%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$98,924after your settings in ALC.TO
Profit
+$76,724+345.60% on money in
Annualised return
+20.36%Money-weighted (XIRR)
Deepest dip
-39.01%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+43.12% | +39.66% | +48.31% | +84.99% | +36.83% p.a. | +20.32% p.a. | +19.33% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +9.38% | +34.21% | -15.78% | +5.86% | +38.63% | +27.43% | +11.32% | -7.11% | +3.15% | +36.00% | +73.54% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,150 | +$950 | +9.31% |
| 2017 | $11,500 | $16,602 | +$5,102 | +44.37% |
| 2018 | $12,700 | $15,136 | +$2,436 | +19.18% |
| 2019 | $13,900 | $17,222 | +$3,322 | +23.90% |
| 2020 | $15,100 | $25,807 | +$10,707 | +70.91% |
| 2021 | $16,300 | $34,150 | +$17,850 | +109.51% |
| 2022 | $17,500 | $39,344 | +$21,844 | +124.82% |
| 2023 | $18,800 | $37,842 | +$19,042 | +101.29% |
| 2024 | $20,000 | $40,258 | +$20,258 | +101.29% |
| 2025 | $21,200 | $56,171 | +$34,971 | +164.96% |
| 2026 (YTD) | $22,200 | $98,924 | +$76,724 | +345.60% |
Best 12-month stretch
+161.95%Mar 2020 → Mar 2021
Worst 12-month stretch
-30.28%May 2019 → May 2020
Deepest drawdown
-43.54%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$10,497on $10,000, trailing 10 years