Lump Sum10 years ago
$10,000 invested once
$267,051+$257,051 · +2570.51%
Total invested$10,000
Annualised (CAGR)+39.04%
Max drawdown-60.59%
SIP · Monthly122 contributions
$100 every month
$96,744+$84,544 · +692.98%
Total invested$12,200
Money-weighted (XIRR)+39.10%
Max drawdown-60.05%
SIP · Biweekly261 contributions
$100 every two weeks
$207,489+$181,389 · +694.98%
Total invested$26,100
Money-weighted (XIRR)+39.25%
Max drawdown-60.01%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$363,795after your settings in ALV.V
Profit
+$341,595+1538.72% on money in
Annualised return
+39.03%Money-weighted (XIRR)
Deepest dip
-60.46%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.54% | -0.84% | +20.17% | +62.76% | +15.87% p.a. | +25.59% p.a. | +39.04% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +23.68% | -25.53% | +140.00% | +97.62% | -13.25% | +104.64% | +88.47% | -3.57% | -11.66% | +45.67% | +47.25% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,613 | +$2,413 | +23.65% |
| 2017 | $11,500 | $10,507 | -$993 | -8.64% |
| 2018 | $12,700 | $27,097 | +$14,397 | +113.36% |
| 2019 | $13,900 | $55,263 | +$41,363 | +297.58% |
| 2020 | $15,100 | $49,176 | +$34,076 | +225.67% |
| 2021 | $16,300 | $102,340 | +$86,040 | +527.85% |
| 2022 | $17,500 | $194,482 | +$176,982 | +1011.33% |
| 2023 | $18,800 | $188,667 | +$169,867 | +903.55% |
| 2024 | $20,000 | $168,022 | +$148,022 | +740.11% |
| 2025 | $21,200 | $246,286 | +$225,086 | +1061.73% |
| 2026 (YTD) | $22,200 | $363,795 | +$341,595 | +1538.72% |
Best 12-month stretch
+324.00%Apr 2018 → Apr 2019
Worst 12-month stretch
-52.99%Jun 2023 → Jun 2024
Deepest drawdown
-60.59%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$51,668on $10,000, trailing 10 years