Lump Sum10 years ago
$10,000 invested once
$19,509+$9,509 · +95.09%
Total invested$10,000
Annualised (CAGR)+6.94%
Max drawdown-61.60%
SIP · Monthly122 contributions
$100 every month
$15,305+$3,105 · +25.45%
Total invested$12,200
Money-weighted (XIRR)+4.47%
Max drawdown-59.63%
SIP · Biweekly261 contributions
$100 every two weeks
$32,595+$6,495 · +24.89%
Total invested$26,100
Money-weighted (XIRR)+4.40%
Max drawdown-59.66%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$34,813after your settings in CAE.TO
Profit
+$12,613+56.82% on money in
Annualised return
+6.15%Money-weighted (XIRR)
Deepest dip
-61.15%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.48% | -1.44% | +1.21% | -12.83% | +7.19% p.a. | -1.39% p.a. | +6.94% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.16% | +26.35% | +9.11% | +39.68% | +2.25% | -9.53% | -17.93% | +9.20% | +23.04% | +20.63% | -17.55% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,182 | -$18 | -0.18% |
| 2017 | $11,500 | $14,315 | +$2,815 | +24.48% |
| 2018 | $12,700 | $16,829 | +$4,129 | +32.51% |
| 2019 | $13,900 | $24,803 | +$10,903 | +78.44% |
| 2020 | $15,100 | $27,182 | +$12,082 | +80.01% |
| 2021 | $16,300 | $25,667 | +$9,367 | +57.46% |
| 2022 | $17,500 | $22,149 | +$4,649 | +26.57% |
| 2023 | $18,800 | $25,439 | +$6,639 | +35.31% |
| 2024 | $20,000 | $32,881 | +$12,881 | +64.41% |
| 2025 | $21,200 | $41,050 | +$19,850 | +93.63% |
| 2026 (YTD) | $22,200 | $34,813 | +$12,613 | +56.82% |
Best 12-month stretch
+127.91%Mar 2020 → Mar 2021
Worst 12-month stretch
-46.73%May 2019 → May 2020
Deepest drawdown
-61.60%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$704on $10,000, trailing 10 years