Lump Sum10 years ago
$10,000 invested once
$12,508+$2,508 · +25.08%
Total invested$10,000
Annualised (CAGR)+2.27%
Max drawdown-56.59%
SIP · Monthly122 contributions
$100 every month
$12,872+$672 · +5.51%
Total invested$12,200
Money-weighted (XIRR)+1.07%
Max drawdown-40.42%
SIP · Biweekly261 contributions
$100 every two weeks
$27,519+$1,419 · +5.44%
Total invested$26,100
Money-weighted (XIRR)+1.06%
Max drawdown-40.46%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$25,380after your settings in AVTS.V
Profit
+$3,180+14.32% on money in
Annualised return
+1.84%Money-weighted (XIRR)
Deepest dip
-49.57%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-11.89% | -18.17% | -23.33% | -30.89% | -5.19% p.a. | +2.94% p.a. | +2.27% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +8.53% | +11.07% | -19.29% | +5.18% | -0.59% | +0.40% | +5.20% | +42.97% | +36.79% | -16.62% | -28.60% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,072 | +$872 | +8.55% |
| 2017 | $11,500 | $13,636 | +$2,136 | +18.58% |
| 2018 | $12,700 | $12,018 | -$682 | -5.37% |
| 2019 | $13,900 | $13,841 | -$59 | -0.42% |
| 2020 | $15,100 | $15,299 | +$199 | +1.32% |
| 2021 | $16,300 | $16,502 | +$202 | +1.24% |
| 2022 | $17,500 | $18,636 | +$1,136 | +6.49% |
| 2023 | $18,800 | $28,135 | +$9,335 | +49.65% |
| 2024 | $20,000 | $40,002 | +$20,002 | +100.01% |
| 2025 | $21,200 | $34,416 | +$13,216 | +62.34% |
| 2026 (YTD) | $22,200 | $25,380 | +$3,180 | +14.32% |
Best 12-month stretch
+94.08%Mar 2020 → Mar 2021
Worst 12-month stretch
-43.26%Apr 2019 → Apr 2020
Deepest drawdown
-56.59%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$488on $10,000, trailing 10 years