Lump Sum10 years ago
$10,000 invested once
$160,984+$150,984 · +1509.84%
Total invested$10,000
Annualised (CAGR)+46.16%
Max drawdown-72.14%
SIP · Monthly90 contributions
$100 every month
$79,321+$70,321 · +781.34%
Total invested$9,000
Money-weighted (XIRR)+59.74%
Max drawdown-67.89%
SIP · Biweekly192 contributions
$100 every two weeks
$168,100+$148,900 · +775.52%
Total invested$19,200
Money-weighted (XIRR)+59.73%
Max drawdown-67.91%
Playground
How you invest
Growth of your contributions
You invest
$19,000
It would be worth
$240,304after your settings in APM.TO
Profit
+$221,304+1164.76% on money in
Annualised return
+49.00%Money-weighted (XIRR)
Deepest dip
-71.03%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-19.51% | -20.16% | -27.58% | -31.62% | +100.89% p.a. | +31.39% p.a. | — |
Calendar-year returns
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|
| -40.98% | +33.33% | +629.17% | -36.57% | -45.05% | +95.08% | +715.13% | -49.38% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2019 | $10,700 | $6,454 | -$4,246 | -39.68% |
| 2020 | $11,900 | $10,165 | -$1,735 | -14.58% |
| 2021 | $13,100 | $77,470 | +$64,370 | +491.37% |
| 2022 | $14,300 | $50,378 | +$36,078 | +252.29% |
| 2023 | $15,500 | $28,676 | +$13,176 | +85.01% |
| 2024 | $16,800 | $57,567 | +$40,767 | +242.66% |
| 2025 | $18,000 | $473,303 | +$455,303 | +2529.46% |
| 2026 (YTD) | $19,000 | $240,304 | +$221,304 | +1164.76% |
Best 12-month stretch
+1143.75%Jun 2020 → Jun 2021
Worst 12-month stretch
-58.38%Mar 2022 → Mar 2023
Deepest drawdown
-72.14%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