Lump Sum10 years ago
$10,000 invested once
$12,623+$2,623 · +26.23%
Total invested$10,000
Annualised (CAGR)+2.37%
Max drawdown-52.96%
SIP · Monthly122 contributions
$100 every month
$10,684-$1,516 · -12.42%
Total invested$12,200
Money-weighted (XIRR)-2.68%
Max drawdown-35.65%
SIP · Biweekly261 contributions
$100 every two weeks
$22,845-$3,255 · -12.47%
Total invested$26,100
Money-weighted (XIRR)-2.70%
Max drawdown-35.63%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$23,308after your settings in CCA.TO
Profit
+$1,108+4.99% on money in
Annualised return
+0.67%Money-weighted (XIRR)
Deepest dip
-46.53%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.39% | -9.46% | -11.98% | -14.02% | +5.14% p.a. | -8.15% p.a. | +2.37% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.19% | +33.47% | -21.01% | +75.21% | -11.81% | +5.41% | -21.22% | -18.62% | +22.44% | +3.54% | -15.62% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,928 | +$728 | +7.14% |
| 2017 | $11,500 | $15,984 | +$4,484 | +38.99% |
| 2018 | $12,700 | $13,813 | +$1,113 | +8.77% |
| 2019 | $13,900 | $25,650 | +$11,750 | +84.53% |
| 2020 | $15,100 | $23,788 | +$8,688 | +57.54% |
| 2021 | $16,300 | $26,162 | +$9,862 | +60.50% |
| 2022 | $17,500 | $21,680 | +$4,180 | +23.89% |
| 2023 | $18,800 | $18,873 | +$73 | +0.39% |
| 2024 | $20,000 | $24,479 | +$4,479 | +22.40% |
| 2025 | $21,200 | $26,599 | +$5,399 | +25.47% |
| 2026 (YTD) | $22,200 | $23,308 | +$1,108 | +4.99% |
Best 12-month stretch
+91.86%Nov 2018 → Nov 2019
Worst 12-month stretch
-39.53%Apr 2022 → Apr 2023
Deepest drawdown
-52.96%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,431on $10,000, trailing 10 years