Lump Sum10 years ago
$10,000 invested once
$20,767+$10,767 · +107.67%
Total invested$10,000
Annualised (CAGR)+7.61%
Max drawdown-86.90%
SIP · Monthly122 contributions
$100 every month
$64,296+$52,096 · +427.02%
Total invested$12,200
Money-weighted (XIRR)+31.43%
Max drawdown-52.55%
SIP · Biweekly261 contributions
$100 every two weeks
$139,085+$112,985 · +432.89%
Total invested$26,100
Money-weighted (XIRR)+31.73%
Max drawdown-52.57%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$85,063after your settings in ASM.TO
Profit
+$62,863+283.17% on money in
Annualised return
+18.28%Money-weighted (XIRR)
Deepest dip
-72.34%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-22.43% | -18.24% | -31.36% | -4.83% | +110.72% p.a. | +40.84% p.a. | +7.61% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -41.53% | -6.01% | -47.09% | -8.79% | +98.80% | -32.73% | -17.12% | -25.00% | +98.55% | +491.97% | -19.85% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $6,010 | -$4,190 | -41.08% |
| 2017 | $11,500 | $6,784 | -$4,716 | -41.01% |
| 2018 | $12,700 | $4,505 | -$8,195 | -64.53% |
| 2019 | $13,900 | $5,416 | -$8,484 | -61.04% |
| 2020 | $15,100 | $13,014 | -$2,086 | -13.81% |
| 2021 | $16,300 | $9,722 | -$6,578 | -40.35% |
| 2022 | $17,500 | $9,302 | -$8,198 | -46.84% |
| 2023 | $18,800 | $7,987 | -$10,813 | -57.51% |
| 2024 | $20,000 | $17,334 | -$2,666 | -13.33% |
| 2025 | $21,200 | $105,233 | +$84,033 | +396.38% |
| 2026 (YTD) | $22,200 | $85,063 | +$62,863 | +283.17% |
Best 12-month stretch
+662.87%Jan 2025 → Jan 2026
Worst 12-month stretch
-67.24%May 2018 → May 2019
Deepest drawdown
-86.90%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