Lump Sum10 years ago
$10,000 invested once
$18,923+$8,923 · +89.23%
Total invested$10,000
Annualised (CAGR)+6.61%
Max drawdown-55.02%
SIP · Monthly122 contributions
$100 every month
$21,204+$9,004 · +73.80%
Total invested$12,200
Money-weighted (XIRR)+10.73%
Max drawdown-37.88%
SIP · Biweekly261 contributions
$100 every two weeks
$45,374+$19,274 · +73.85%
Total invested$26,100
Money-weighted (XIRR)+10.76%
Max drawdown-37.36%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$40,127after your settings in CAS.TO
Profit
+$17,927+80.75% on money in
Annualised return
+8.07%Money-weighted (XIRR)
Deepest dip
-47.78%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-6.98% | +30.75% | +61.56% | +56.10% | +21.99% p.a. | +8.22% p.a. | +6.61% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.37% | +13.88% | -23.28% | +11.03% | +32.84% | -1.37% | -36.46% | +56.69% | +0.90% | +7.20% | +40.15% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,066 | -$134 | -1.32% |
| 2017 | $11,500 | $12,702 | +$1,202 | +10.46% |
| 2018 | $12,700 | $10,747 | -$1,953 | -15.38% |
| 2019 | $13,900 | $13,230 | -$670 | -4.82% |
| 2020 | $15,100 | $18,887 | +$3,787 | +25.08% |
| 2021 | $16,300 | $19,759 | +$3,459 | +21.22% |
| 2022 | $17,500 | $13,587 | -$3,913 | -22.36% |
| 2023 | $18,800 | $22,772 | +$3,972 | +21.13% |
| 2024 | $20,000 | $24,432 | +$4,432 | +22.16% |
| 2025 | $21,200 | $27,683 | +$6,483 | +30.58% |
| 2026 (YTD) | $22,200 | $40,127 | +$17,927 | +80.75% |
Best 12-month stretch
+99.24%Sep 2025 → Sep 2026
Worst 12-month stretch
-47.32%Sep 2021 → Sep 2022
Deepest drawdown
-55.02%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,924on $10,000, trailing 10 years