Lump Sum10 years ago
$10,000 invested once
$27,039+$17,039 · +170.39%
Total invested$10,000
Annualised (CAGR)+10.50%
Max drawdown-28.35%
SIP · Monthly122 contributions
$100 every month
$22,474+$10,274 · +84.21%
Total invested$12,200
Money-weighted (XIRR)+11.83%
Max drawdown-25.25%
SIP · Biweekly261 contributions
$100 every two weeks
$48,066+$21,966 · +84.16%
Total invested$26,100
Money-weighted (XIRR)+11.86%
Max drawdown-26.24%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$49,512after your settings in ATD.TO
Profit
+$27,312+123.03% on money in
Annualised return
+10.92%Money-weighted (XIRR)
Deepest dip
-27.48%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+6.15% | -5.93% | +9.13% | +13.09% | +5.66% p.a. | +13.20% p.a. | +10.50% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -6.46% | +6.48% | +2.77% | +24.96% | +4.64% | +22.84% | +13.21% | +32.26% | +1.61% | -2.75% | +11.15% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,549 | -$651 | -6.39% |
| 2017 | $11,500 | $11,532 | +$32 | +0.27% |
| 2018 | $12,700 | $13,176 | +$476 | +3.75% |
| 2019 | $13,900 | $17,728 | +$3,828 | +27.54% |
| 2020 | $15,100 | $19,767 | +$4,667 | +30.91% |
| 2021 | $16,300 | $25,696 | +$9,396 | +57.64% |
| 2022 | $17,500 | $30,379 | +$12,879 | +73.59% |
| 2023 | $18,800 | $41,671 | +$22,871 | +121.65% |
| 2024 | $20,000 | $43,552 | +$23,552 | +117.76% |
| 2025 | $21,200 | $43,620 | +$22,420 | +105.75% |
| 2026 (YTD) | $22,200 | $49,512 | +$27,312 | +123.03% |
Best 12-month stretch
+59.11%May 2018 → May 2019
Worst 12-month stretch
-18.31%Mar 2024 → Mar 2025
Deepest drawdown
-28.35%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,370on $10,000, trailing 10 years