Lump Sum10 years ago
$10,000 invested once
$1,392-$8,608 · -86.08%
Total invested$10,000
Annualised (CAGR)-30.84%
Max drawdown-99.11%
SIP · Monthly66 contributions
$100 every month
$12,777+$6,177 · +93.58%
Total invested$6,600
Money-weighted (XIRR)+25.09%
Max drawdown-85.53%
SIP · Biweekly140 contributions
$100 every two weeks
$27,646+$13,646 · +97.47%
Total invested$14,000
Money-weighted (XIRR)+25.87%
Max drawdown-83.14%
Playground
How you invest
Growth of your contributions
You invest
$16,600
It would be worth
$14,169after your settings in ANRG.TO
Profit
-$2,431-14.64% on money in
Annualised return
-3.67%Money-weighted (XIRR)
Deepest dip
-97.61%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-16.45% | -18.91% | -35.02% | -24.61% | +90.73% p.a. | -39.82% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| +45.74% | -78.51% | -94.24% | +284.00% | +133.33% | -13.84% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $10,700 | $15,298 | +$4,598 | +42.97% |
| 2022 | $11,900 | $3,966 | -$7,934 | -66.67% |
| 2023 | $13,100 | $686 | -$12,414 | -94.76% |
| 2024 | $14,400 | $5,884 | -$8,516 | -59.14% |
| 2025 | $15,600 | $15,538 | -$62 | -0.40% |
| 2026 (YTD) | $16,600 | $14,169 | -$2,431 | -14.64% |
Best 12-month stretch
+491.58%Sep 2024 → Sep 2025
Worst 12-month stretch
-97.30%Oct 2022 → Oct 2023
Deepest drawdown
-99.11%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years