Lump Sum10 years ago
$10,000 invested once
$90,203+$80,203 · +802.03%
Total invested$10,000
Annualised (CAGR)+24.70%
Max drawdown-63.31%
SIP · Monthly122 contributions
$100 every month
$73,465+$61,265 · +502.17%
Total invested$12,200
Money-weighted (XIRR)+33.92%
Max drawdown-58.12%
SIP · Biweekly261 contributions
$100 every two weeks
$156,556+$130,456 · +499.83%
Total invested$26,100
Money-weighted (XIRR)+33.94%
Max drawdown-57.92%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$163,669after your settings in ATZ.TO
Profit
+$141,469+637.25% on money in
Annualised return
+27.40%Money-weighted (XIRR)
Deepest dip
-61.35%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+31.70% | +15.35% | +8.34% | +63.23% | +92.20% p.a. | +26.16% p.a. | +24.70% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.74% | -27.49% | +21.75% | +24.47% | +34.11% | +102.99% | -9.55% | -41.92% | +109.45% | +103.44% | +32.40% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,377 | +$177 | +1.73% |
| 2017 | $11,500 | $8,719 | -$2,781 | -24.18% |
| 2018 | $12,700 | $11,854 | -$846 | -6.66% |
| 2019 | $13,900 | $16,053 | +$2,153 | +15.49% |
| 2020 | $15,100 | $23,192 | +$8,092 | +53.59% |
| 2021 | $16,300 | $48,850 | +$32,550 | +199.69% |
| 2022 | $17,500 | $45,454 | +$27,954 | +159.73% |
| 2023 | $18,800 | $27,535 | +$8,735 | +46.46% |
| 2024 | $20,000 | $59,375 | +$39,375 | +196.87% |
| 2025 | $21,200 | $122,738 | +$101,538 | +478.95% |
| 2026 (YTD) | $22,200 | $163,669 | +$141,469 | +637.25% |
Best 12-month stretch
+232.53%Apr 2025 → Apr 2026
Worst 12-month stretch
-57.52%Oct 2022 → Oct 2023
Deepest drawdown
-63.31%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