Lump Sum10 years ago
$10,000 invested once
$17,123+$7,123 · +71.23%
Total invested$10,000
Annualised (CAGR)+5.55%
Max drawdown-73.03%
SIP · Monthly122 contributions
$100 every month
$27,416+$15,216 · +124.72%
Total invested$12,200
Money-weighted (XIRR)+15.57%
Max drawdown-51.36%
SIP · Biweekly261 contributions
$100 every two weeks
$59,189+$33,089 · +126.78%
Total invested$26,100
Money-weighted (XIRR)+15.78%
Max drawdown-49.59%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$44,539after your settings in ATRL.TO
Profit
+$22,339+100.62% on money in
Annualised return
+9.48%Money-weighted (XIRR)
Deepest dip
-68.05%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.11% | -1.50% | -6.90% | -12.70% | +31.68% p.a. | +20.97% p.a. | +5.55% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +8.87% | +0.73% | -16.60% | -35.87% | -26.36% | +42.60% | -22.57% | +79.18% | +76.08% | +20.60% | -5.64% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,099 | +$899 | +8.81% |
| 2017 | $11,500 | $12,528 | +$1,028 | +8.94% |
| 2018 | $12,700 | $11,518 | -$1,182 | -9.31% |
| 2019 | $13,900 | $8,778 | -$5,122 | -36.85% |
| 2020 | $15,100 | $7,587 | -$7,513 | -49.76% |
| 2021 | $16,300 | $12,035 | -$4,265 | -26.17% |
| 2022 | $17,500 | $10,424 | -$7,076 | -40.43% |
| 2023 | $18,800 | $20,254 | +$1,454 | +7.74% |
| 2024 | $20,000 | $37,234 | +$17,234 | +86.17% |
| 2025 | $21,200 | $46,191 | +$24,991 | +117.88% |
| 2026 (YTD) | $22,200 | $44,539 | +$22,339 | +100.62% |
Best 12-month stretch
+103.39%Sep 2024 → Sep 2025
Worst 12-month stretch
-69.75%Sep 2018 → Sep 2019
Deepest drawdown
-73.03%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$615on $10,000, trailing 10 years