Lump Sum10 years ago
$10,000 invested once
$24,004+$14,004 · +140.04%
Total invested$10,000
Annualised (CAGR)+9.18%
Max drawdown-59.64%
SIP · Monthly122 contributions
$100 every month
$12,648+$448 · +3.68%
Total invested$12,200
Money-weighted (XIRR)+0.72%
Max drawdown-49.77%
SIP · Biweekly261 contributions
$100 every two weeks
$27,185+$1,085 · +4.16%
Total invested$26,100
Money-weighted (XIRR)+0.81%
Max drawdown-49.53%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$36,652after your settings in ATS.TO
Profit
+$14,452+65.10% on money in
Annualised return
+6.84%Money-weighted (XIRR)
Deepest dip
-56.72%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.89% | -28.88% | -41.33% | -30.02% | -17.93% p.a. | -8.88% p.a. | +9.18% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.41% | +24.20% | -6.95% | +47.13% | +4.98% | +124.79% | -16.22% | +35.69% | -23.69% | -12.09% | -30.83% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,567 | +$1,367 | +13.40% |
| 2017 | $11,500 | $15,853 | +$4,353 | +37.85% |
| 2018 | $12,700 | $15,692 | +$2,992 | +23.56% |
| 2019 | $13,900 | $24,403 | +$10,503 | +75.56% |
| 2020 | $15,100 | $27,032 | +$11,932 | +79.02% |
| 2021 | $16,300 | $62,519 | +$46,219 | +283.55% |
| 2022 | $17,500 | $53,592 | +$36,092 | +206.24% |
| 2023 | $18,800 | $74,070 | +$55,270 | +293.99% |
| 2024 | $20,000 | $57,707 | +$37,707 | +188.53% |
| 2025 | $21,200 | $51,930 | +$30,730 | +144.95% |
| 2026 (YTD) | $22,200 | $36,652 | +$14,452 | +65.10% |
Best 12-month stretch
+173.95%Nov 2020 → Nov 2021
Worst 12-month stretch
-41.63%Sep 2023 → Sep 2024
Deepest drawdown
-59.64%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