Lump Sum10 years ago
$10,000 invested once
$90,758+$80,758 · +807.58%
Total invested$10,000
Annualised (CAGR)+24.77%
Max drawdown-94.15%
SIP · Monthly122 contributions
$100 every month
$173,125+$160,925 · +1319.06%
Total invested$12,200
Money-weighted (XIRR)+50.24%
Max drawdown-78.45%
SIP · Biweekly261 contributions
$100 every two weeks
$371,366+$345,266 · +1322.86%
Total invested$26,100
Money-weighted (XIRR)+50.44%
Max drawdown-79.81%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$263,883after your settings in ATH.TO
Profit
+$241,683+1088.66% on money in
Annualised return
+34.28%Money-weighted (XIRR)
Deepest dip
-90.73%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+15.86% | +9.31% | +6.77% | +78.27% | +42.56% p.a. | +63.95% p.a. | +24.77% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +55.30% | -47.80% | -1.87% | -41.90% | -72.13% | +600.00% | +102.52% | +73.03% | +33.57% | +28.19% | +67.79% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $15,826 | +$5,626 | +55.16% |
| 2017 | $11,500 | $9,388 | -$2,112 | -18.37% |
| 2018 | $12,700 | $10,164 | -$2,536 | -19.97% |
| 2019 | $13,900 | $7,005 | -$6,895 | -49.60% |
| 2020 | $15,100 | $3,156 | -$11,944 | -79.10% |
| 2021 | $16,300 | $24,421 | +$8,121 | +49.82% |
| 2022 | $17,500 | $50,834 | +$33,334 | +190.48% |
| 2023 | $18,800 | $89,592 | +$70,792 | +376.55% |
| 2024 | $20,000 | $120,988 | +$100,988 | +504.94% |
| 2025 | $21,200 | $156,561 | +$135,361 | +638.49% |
| 2026 (YTD) | $22,200 | $263,883 | +$241,683 | +1088.66% |
Best 12-month stretch
+992.31%Nov 2020 → Nov 2021
Worst 12-month stretch
-88.12%Apr 2019 → Apr 2020
Deepest drawdown
-94.15%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