Lump Sum10 years ago
$10,000 invested once
$54,266+$44,266 · +442.66%
Total invested$10,000
Annualised (CAGR)+18.50%
Max drawdown-70.00%
SIP · Monthly122 contributions
$100 every month
$42,513+$30,313 · +248.47%
Total invested$12,200
Money-weighted (XIRR)+23.74%
Max drawdown-63.83%
SIP · Biweekly261 contributions
$100 every two weeks
$92,493+$66,393 · +254.38%
Total invested$26,100
Money-weighted (XIRR)+24.12%
Max drawdown-63.77%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$96,779after your settings in AFM.V
Profit
+$74,579+335.94% on money in
Annualised return
+20.06%Money-weighted (XIRR)
Deepest dip
-64.09%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-7.91% | -11.72% | -5.19% | +19.63% | +15.79% p.a. | +11.13% p.a. | +18.50% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +17.24% | -14.71% | -10.34% | -34.62% | +129.41% | +141.03% | -0.96% | +10.27% | +37.73% | +0.87% | +10.34% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,936 | +$1,736 | +17.02% |
| 2017 | $11,500 | $11,226 | -$274 | -2.38% |
| 2018 | $12,700 | $11,171 | -$1,529 | -12.04% |
| 2019 | $13,900 | $8,241 | -$5,659 | -40.71% |
| 2020 | $15,100 | $21,235 | +$6,135 | +40.63% |
| 2021 | $16,300 | $52,779 | +$36,479 | +223.80% |
| 2022 | $17,500 | $53,548 | +$36,048 | +205.99% |
| 2023 | $18,800 | $60,372 | +$41,572 | +221.13% |
| 2024 | $20,000 | $84,553 | +$64,553 | +322.77% |
| 2025 | $21,200 | $86,853 | +$65,653 | +309.68% |
| 2026 (YTD) | $22,200 | $96,779 | +$74,579 | +335.94% |
Best 12-month stretch
+541.67%May 2020 → May 2021
Worst 12-month stretch
-51.85%Apr 2019 → Apr 2020
Deepest drawdown
-70.00%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,241on $10,000, trailing 10 years