Lump Sum10 years ago
$10,000 invested once
$52,333+$42,333 · +423.33%
Total invested$10,000
Annualised (CAGR)+18.07%
Max drawdown-54.83%
SIP · Monthly122 contributions
$100 every month
$42,311+$30,111 · +246.81%
Total invested$12,200
Money-weighted (XIRR)+23.65%
Max drawdown-37.37%
SIP · Biweekly261 contributions
$100 every two weeks
$90,806+$64,706 · +247.92%
Total invested$26,100
Money-weighted (XIRR)+23.77%
Max drawdown-37.84%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$94,643after your settings in ALS.TO
Profit
+$72,443+326.32% on money in
Annualised return
+19.75%Money-weighted (XIRR)
Deepest dip
-44.83%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-22.04% | -10.65% | +1.55% | +44.69% | +39.81% p.a. | +28.78% p.a. | +18.07% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.65% | +19.11% | -23.59% | +4.77% | +20.52% | +29.08% | +29.47% | -15.68% | +47.63% | +55.90% | +26.90% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,272 | +$1,072 | +10.51% |
| 2017 | $11,500 | $15,072 | +$3,572 | +31.06% |
| 2018 | $12,700 | $12,563 | -$137 | -1.07% |
| 2019 | $13,900 | $14,349 | +$449 | +3.23% |
| 2020 | $15,100 | $18,942 | +$3,842 | +25.44% |
| 2021 | $16,300 | $25,728 | +$9,428 | +57.84% |
| 2022 | $17,500 | $34,658 | +$17,158 | +98.04% |
| 2023 | $18,800 | $30,357 | +$11,557 | +61.47% |
| 2024 | $20,000 | $46,264 | +$26,264 | +131.32% |
| 2025 | $21,200 | $73,799 | +$52,599 | +248.11% |
| 2026 (YTD) | $22,200 | $94,643 | +$72,443 | +326.32% |
Best 12-month stretch
+143.51%Mar 2020 → Mar 2021
Worst 12-month stretch
-46.84%Mar 2019 → Mar 2020
Deepest drawdown
-54.83%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,277on $10,000, trailing 10 years