Lump Sum10 years ago
$10,000 invested once
$184,500+$174,500 · +1745.00%
Total invested$10,000
Annualised (CAGR)+33.98%
Max drawdown-83.78%
SIP · Monthly122 contributions
$100 every month
$112,393+$100,193 · +821.25%
Total invested$12,200
Money-weighted (XIRR)+41.94%
Max drawdown-74.87%
SIP · Biweekly261 contributions
$100 every two weeks
$234,778+$208,678 · +799.53%
Total invested$26,100
Money-weighted (XIRR)+41.60%
Max drawdown-74.78%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$296,893after your settings in AMX.V
Profit
+$274,693+1237.35% on money in
Annualised return
+36.01%Money-weighted (XIRR)
Deepest dip
-79.32%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-13.79% | -0.27% | -25.60% | +44.14% | +50.36% p.a. | +5.85% p.a. | +33.98% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -25.00% | -20.00% | +75.00% | +657.14% | +142.14% | -24.42% | -41.58% | -19.41% | -20.44% | +266.06% | -7.52% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,675 | -$2,525 | -24.75% |
| 2017 | $11,500 | $7,305 | -$4,195 | -36.48% |
| 2018 | $12,700 | $15,709 | +$3,009 | +23.69% |
| 2019 | $13,900 | $121,049 | +$107,149 | +770.85% |
| 2020 | $15,100 | $295,446 | +$280,346 | +1856.59% |
| 2021 | $16,300 | $224,586 | +$208,286 | +1277.83% |
| 2022 | $17,500 | $132,134 | +$114,634 | +655.05% |
| 2023 | $18,800 | $107,683 | +$88,883 | +472.78% |
| 2024 | $20,000 | $86,580 | +$66,580 | +332.90% |
| 2025 | $21,200 | $320,078 | +$298,878 | +1409.80% |
| 2026 (YTD) | $22,200 | $296,893 | +$274,693 | +1237.35% |
Best 12-month stretch
+2033.33%Sep 2018 → Sep 2019
Worst 12-month stretch
-77.78%May 2017 → May 2018
Deepest drawdown
-83.78%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