Lump Sum10 years ago
$10,000 invested once
$11,077+$1,077 · +10.77%
Total invested$10,000
Annualised (CAGR)+32.44%
Max drawdown-18.84%
SIP · Monthly5 contributions
$100 every month
$481-$19 · -3.73%
Total invested$500
Money-weighted (XIRR)-17.40%
Max drawdown-13.25%
SIP · Biweekly10 contributions
$100 every two weeks
$957-$43 · -4.33%
Total invested$1,000
Money-weighted (XIRR)-20.76%
Max drawdown-8.64%
Playground
How you invest
Growth of your contributions
You invest
$10,500
It would be worth
$11,558after your settings in APTX.TO
Profit
+$1,058+10.08% on money in
Annualised return
+30.89%Money-weighted (XIRR)
Deepest dip
-16.89%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.96% | -10.65% | — | — | — | — | — |
Calendar-year returns
| YTD |
|---|
| +10.77% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2026 (YTD) | $10,500 | $11,558 | +$1,058 | +10.08% |
Deepest drawdown
-18.84%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$21on $10,000, trailing 10 years