Lump Sum10 years ago
$10,000 invested once
$14,101+$4,101 · +41.01%
Total invested$10,000
Annualised (CAGR)+3.51%
Max drawdown-63.55%
SIP · Monthly122 contributions
$100 every month
$19,203+$7,003 · +57.40%
Total invested$12,200
Money-weighted (XIRR)+8.84%
Max drawdown-25.27%
SIP · Biweekly261 contributions
$100 every two weeks
$41,206+$15,106 · +57.88%
Total invested$26,100
Money-weighted (XIRR)+8.93%
Max drawdown-25.36%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$33,304after your settings in LAS-A.TO
Profit
+$11,104+50.02% on money in
Annualised return
+5.55%Money-weighted (XIRR)
Deepest dip
-52.34%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+3.53% | +15.84% | +8.44% | +16.41% | +25.34% p.a. | +9.25% p.a. | +3.51% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.51% | +15.96% | -21.65% | -22.25% | +15.88% | -7.30% | -27.53% | +28.29% | +35.21% | +19.96% | +14.61% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,965 | +$765 | +7.50% |
| 2017 | $11,500 | $14,143 | +$2,643 | +22.98% |
| 2018 | $12,700 | $12,060 | -$640 | -5.04% |
| 2019 | $13,900 | $10,403 | -$3,497 | -25.16% |
| 2020 | $15,100 | $13,427 | -$1,673 | -11.08% |
| 2021 | $16,300 | $13,545 | -$2,755 | -16.90% |
| 2022 | $17,500 | $10,902 | -$6,598 | -37.70% |
| 2023 | $18,800 | $15,525 | -$3,275 | -17.42% |
| 2024 | $20,000 | $22,400 | +$2,400 | +12.00% |
| 2025 | $21,200 | $28,107 | +$6,907 | +32.58% |
| 2026 (YTD) | $22,200 | $33,304 | +$11,104 | +50.02% |
Best 12-month stretch
+64.18%May 2024 → May 2025
Worst 12-month stretch
-39.09%Sep 2021 → Sep 2022
Deepest drawdown
-63.55%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,462on $10,000, trailing 10 years