Lump Sum10 years ago
$10,000 invested once
$42,286+$32,286 · +322.86%
Total invested$10,000
Annualised (CAGR)+15.57%
Max drawdown-87.50%
SIP · Monthly122 contributions
$100 every month
$72,337+$60,137 · +492.93%
Total invested$12,200
Money-weighted (XIRR)+33.63%
Max drawdown-72.20%
SIP · Biweekly261 contributions
$100 every two weeks
$151,096+$124,996 · +478.91%
Total invested$26,100
Money-weighted (XIRR)+33.28%
Max drawdown-72.22%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$114,623after your settings in ASE.V
Profit
+$92,423+416.32% on money in
Annualised return
+22.40%Money-weighted (XIRR)
Deepest dip
-80.78%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-13.95% | -5.13% | -40.32% | -65.42% | -17.18% p.a. | -10.69% p.a. | +15.57% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| 0.00% | -57.14% | -20.00% | -16.67% | +120.00% | +1009.09% | +12.30% | +3.65% | -26.76% | +60.58% | -55.69% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,197 | -$3 | -0.03% |
| 2017 | $11,500 | $5,303 | -$6,197 | -53.88% |
| 2018 | $12,700 | $5,926 | -$6,774 | -53.34% |
| 2019 | $13,900 | $6,159 | -$7,741 | -55.69% |
| 2020 | $15,100 | $16,091 | +$991 | +6.56% |
| 2021 | $16,300 | $183,581 | +$167,281 | +1026.26% |
| 2022 | $17,500 | $207,284 | +$189,784 | +1084.48% |
| 2023 | $18,800 | $215,988 | +$197,188 | +1048.87% |
| 2024 | $20,000 | $159,203 | +$139,203 | +696.02% |
| 2025 | $21,200 | $257,074 | +$235,874 | +1112.61% |
| 2026 (YTD) | $22,200 | $114,623 | +$92,423 | +416.32% |
Best 12-month stretch
+1788.89%Feb 2021 → Feb 2022
Worst 12-month stretch
-80.00%Aug 2017 → Aug 2018
Deepest drawdown
-87.50%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