Lump Sum10 years ago
$10,000 invested once
$140,451+$130,451 · +1304.51%
Total invested$10,000
Annualised (CAGR)+30.36%
Max drawdown-62.53%
SIP · Monthly122 contributions
$100 every month
$72,585+$60,385 · +494.96%
Total invested$12,200
Money-weighted (XIRR)+33.70%
Max drawdown-53.23%
SIP · Biweekly261 contributions
$100 every two weeks
$153,198+$127,098 · +486.96%
Total invested$26,100
Money-weighted (XIRR)+33.54%
Max drawdown-53.28%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$213,036after your settings in ARIS.TO
Profit
+$190,836+859.62% on money in
Annualised return
+31.17%Money-weighted (XIRR)
Deepest dip
-60.18%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-19.25% | +4.64% | -16.32% | +55.35% | +83.40% p.a. | +34.70% p.a. | +30.36% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -9.09% | +30.67% | +60.71% | +72.38% | +49.46% | -31.57% | -35.40% | +30.45% | +21.28% | +308.68% | -0.09% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,293 | -$907 | -8.89% |
| 2017 | $11,500 | $13,762 | +$2,262 | +19.67% |
| 2018 | $12,700 | $23,649 | +$10,949 | +86.21% |
| 2019 | $13,900 | $42,300 | +$28,400 | +204.32% |
| 2020 | $15,100 | $64,851 | +$49,751 | +329.48% |
| 2021 | $16,300 | $45,587 | +$29,287 | +179.67% |
| 2022 | $17,500 | $30,453 | +$12,953 | +74.01% |
| 2023 | $18,800 | $41,276 | +$22,476 | +119.55% |
| 2024 | $20,000 | $51,253 | +$31,253 | +156.26% |
| 2025 | $21,200 | $212,346 | +$191,146 | +901.63% |
| 2026 (YTD) | $22,200 | $213,036 | +$190,836 | +859.62% |
Best 12-month stretch
+477.57%Feb 2025 → Feb 2026
Worst 12-month stretch
-44.86%Nov 2021 → Nov 2022
Deepest drawdown
-62.53%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,091on $10,000, trailing 10 years