Lump Sum10 years ago
$10,000 invested once
$29,500+$19,500 · +195.00%
Total invested$10,000
Annualised (CAGR)+11.47%
Max drawdown-92.22%
SIP · Monthly122 contributions
$100 every month
$58,974+$46,774 · +383.39%
Total invested$12,200
Money-weighted (XIRR)+29.82%
Max drawdown-74.59%
SIP · Biweekly261 contributions
$100 every two weeks
$126,256+$100,156 · +383.74%
Total invested$26,100
Money-weighted (XIRR)+29.92%
Max drawdown-75.33%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$88,474after your settings in ATX.TO
Profit
+$66,274+298.53% on money in
Annualised return
+18.82%Money-weighted (XIRR)
Deepest dip
-85.16%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-22.37% | -22.37% | -47.48% | -33.21% | +32.68% p.a. | +74.64% p.a. | +11.47% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| 0.00% | -50.00% | -60.00% | +133.33% | -7.14% | +38.46% | +113.89% | -2.60% | +98.67% | +134.23% | -49.28% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,200 | $0 | 0.00% |
| 2017 | $11,500 | $6,100 | -$5,400 | -46.96% |
| 2018 | $12,700 | $3,007 | -$9,693 | -76.32% |
| 2019 | $13,900 | $8,661 | -$5,239 | -37.69% |
| 2020 | $15,100 | $9,996 | -$5,104 | -33.80% |
| 2021 | $16,300 | $16,098 | -$202 | -1.24% |
| 2022 | $17,500 | $36,068 | +$18,568 | +106.10% |
| 2023 | $18,800 | $36,137 | +$17,337 | +92.22% |
| 2024 | $20,000 | $73,139 | +$53,139 | +265.70% |
| 2025 | $21,200 | $173,187 | +$151,987 | +716.92% |
| 2026 (YTD) | $22,200 | $88,474 | +$66,274 | +298.53% |
Best 12-month stretch
+507.14%Jun 2021 → Jun 2022
Worst 12-month stretch
-80.00%Jan 2018 → Dec 2018
Deepest drawdown
-92.22%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