Lump Sum10 years ago
$10,000 invested once
$322,385+$312,385 · +3123.85%
Total invested$10,000
Annualised (CAGR)+63.63%
Max drawdown-50.59%
SIP · Monthly86 contributions
$100 every month
$64,934+$56,334 · +655.05%
Total invested$8,600
Money-weighted (XIRR)+57.65%
Max drawdown-48.14%
SIP · Biweekly185 contributions
$100 every two weeks
$136,984+$118,484 · +640.46%
Total invested$18,500
Money-weighted (XIRR)+57.46%
Max drawdown-47.46%
Playground
How you invest
Growth of your contributions
You invest
$18,600
It would be worth
$387,319after your settings in ARTG.V
Profit
+$368,719+1982.36% on money in
Annualised return
+62.72%Money-weighted (XIRR)
Deepest dip
-50.26%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-6.29% | +11.04% | +0.66% | +12.73% | +94.90% p.a. | +44.28% p.a. | — |
Calendar-year returns
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|
| +11.11% | +392.31% | +7.81% | -36.38% | +43.96% | +126.42% | +145.91% | +7.19% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2019 | $10,400 | $11,541 | +$1,141 | +10.97% |
| 2020 | $11,600 | $60,128 | +$48,528 | +418.35% |
| 2021 | $12,800 | $66,214 | +$53,414 | +417.30% |
| 2022 | $14,000 | $43,162 | +$29,162 | +208.30% |
| 2023 | $15,200 | $63,635 | +$48,435 | +318.65% |
| 2024 | $16,400 | $145,809 | +$129,409 | +789.08% |
| 2025 | $17,700 | $360,483 | +$342,783 | +1936.63% |
| 2026 (YTD) | $18,600 | $387,319 | +$368,719 | +1982.36% |
Best 12-month stretch
+500.00%Apr 2020 → Apr 2021
Worst 12-month stretch
-42.78%Feb 2022 → Feb 2023
Deepest drawdown
-50.59%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$427on $10,000, trailing 10 years