Lump Sum10 years ago
$10,000 invested once
$56,034+$46,034 · +460.34%
Total invested$10,000
Annualised (CAGR)+24.13%
Max drawdown-74.00%
SIP · Monthly98 contributions
$100 every month
$45,835+$36,035 · +367.70%
Total invested$9,800
Money-weighted (XIRR)+37.77%
Max drawdown-51.20%
SIP · Biweekly209 contributions
$100 every two weeks
$98,533+$77,633 · +371.45%
Total invested$20,900
Money-weighted (XIRR)+38.05%
Max drawdown-51.16%
Playground
How you invest
Growth of your contributions
You invest
$19,800
It would be worth
$101,869after your settings in ALDE.V
Profit
+$82,069+414.49% on money in
Annualised return
+27.90%Money-weighted (XIRR)
Deepest dip
-68.20%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+12.26% | +17.33% | +15.25% | -5.80% | +61.88% p.a. | +38.56% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -10.34% | -9.62% | -3.19% | +84.62% | -7.14% | +14.10% | +116.85% | +91.71% | -12.16% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $10,300 | $9,261 | -$1,039 | -10.08% |
| 2019 | $11,500 | $9,646 | -$1,854 | -16.12% |
| 2020 | $12,700 | $11,032 | -$1,668 | -13.13% |
| 2021 | $13,900 | $22,074 | +$8,174 | +58.80% |
| 2022 | $15,100 | $21,677 | +$6,577 | +43.56% |
| 2023 | $16,300 | $25,976 | +$9,676 | +59.36% |
| 2024 | $17,600 | $58,788 | +$41,188 | +234.02% |
| 2025 | $18,800 | $114,693 | +$95,893 | +510.07% |
| 2026 (YTD) | $19,800 | $101,869 | +$82,069 | +414.49% |
Best 12-month stretch
+233.33%May 2020 → May 2021
Worst 12-month stretch
-67.69%Mar 2019 → Mar 2020
Deepest drawdown
-74.00%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