Lump Sum10 years ago
$10,000 invested once
$10,537+$537 · +5.37%
Total invested$10,000
Annualised (CAGR)+0.98%
Max drawdown-90.00%
SIP · Monthly66 contributions
$100 every month
$22,243+$15,643 · +237.01%
Total invested$6,600
Money-weighted (XIRR)+46.68%
Max drawdown-55.32%
SIP · Biweekly141 contributions
$100 every two weeks
$47,344+$33,244 · +235.77%
Total invested$14,100
Money-weighted (XIRR)+46.78%
Max drawdown-54.44%
Playground
How you invest
Growth of your contributions
You invest
$16,600
It would be worth
$32,780after your settings in AUXX.V
Profit
+$16,180+97.47% on money in
Annualised return
+16.29%Money-weighted (XIRR)
Deepest dip
-79.88%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-25.13% | -12.19% | -36.78% | +85.95% | +108.78% p.a. | +11.55% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -27.78% | -62.31% | -53.06% | +130.43% | +149.06% | +43.69% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $10,800 | $8,017 | -$2,783 | -25.77% |
| 2022 | $12,000 | $4,028 | -$7,972 | -66.43% |
| 2023 | $13,200 | $2,788 | -$10,412 | -78.88% |
| 2024 | $14,400 | $8,113 | -$6,287 | -43.66% |
| 2025 | $15,600 | $22,302 | +$6,702 | +42.96% |
| 2026 (YTD) | $16,600 | $32,780 | +$16,180 | +97.47% |
Best 12-month stretch
+535.71%Mar 2025 → Mar 2026
Worst 12-month stretch
-73.03%Aug 2021 → Aug 2022
Deepest drawdown
-90.00%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