Lump Sum10 years ago
$10,000 invested once
$10,980+$980 · +9.80%
Total invested$10,000
Annualised (CAGR)+0.94%
Max drawdown-65.23%
SIP · Monthly122 contributions
$100 every month
$10,040-$2,160 · -17.70%
Total invested$12,200
Money-weighted (XIRR)-3.95%
Max drawdown-50.98%
SIP · Biweekly261 contributions
$100 every two weeks
$21,540-$4,560 · -17.47%
Total invested$26,100
Money-weighted (XIRR)-3.91%
Max drawdown-50.46%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$21,020after your settings in AQN.TO
Profit
-$1,180-5.31% on money in
Annualised return
-0.76%Money-weighted (XIRR)
Deepest dip
-59.23%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+8.35% | -10.95% | -10.70% | -2.01% | +8.35% p.a. | -10.92% p.a. | +0.94% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.66% | +29.07% | +1.37% | +41.53% | +19.16% | -8.87% | -48.34% | +0.64% | -16.41% | +34.50% | -7.19% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,270 | +$70 | +0.68% |
| 2017 | $11,500 | $14,697 | +$3,197 | +27.80% |
| 2018 | $12,700 | $16,174 | +$3,474 | +27.35% |
| 2019 | $13,900 | $24,275 | +$10,375 | +74.64% |
| 2020 | $15,100 | $30,263 | +$15,163 | +100.42% |
| 2021 | $16,300 | $28,741 | +$12,441 | +76.33% |
| 2022 | $17,500 | $15,520 | -$1,980 | -11.31% |
| 2023 | $18,800 | $16,775 | -$2,025 | -10.77% |
| 2024 | $20,000 | $15,082 | -$4,918 | -24.59% |
| 2025 | $21,200 | $21,647 | +$447 | +2.11% |
| 2026 (YTD) | $22,200 | $21,020 | -$1,180 | -5.31% |
Best 12-month stretch
+60.04%Feb 2019 → Feb 2020
Worst 12-month stretch
-49.84%Oct 2022 → Oct 2023
Deepest drawdown
-65.23%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,606on $10,000, trailing 10 years