Lump Sum10 years ago
$10,000 invested once
$23,729+$13,729 · +137.29%
Total invested$10,000
Annualised (CAGR)+9.06%
Max drawdown-46.53%
SIP · Monthly122 contributions
$100 every month
$20,822+$8,622 · +70.67%
Total invested$12,200
Money-weighted (XIRR)+10.39%
Max drawdown-35.07%
SIP · Biweekly261 contributions
$100 every two weeks
$44,604+$18,504 · +70.90%
Total invested$26,100
Money-weighted (XIRR)+10.44%
Max drawdown-36.41%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$44,551after your settings in CCL-B.TO
Profit
+$22,351+100.68% on money in
Annualised return
+9.49%Money-weighted (XIRR)
Deepest dip
-43.50%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+5.32% | +9.70% | +14.53% | +24.27% | +24.62% p.a. | +9.74% p.a. | +9.06% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.62% | +10.92% | -14.02% | +13.51% | +5.60% | +18.83% | -13.35% | +4.84% | +24.42% | +22.08% | +14.46% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,291 | +$1,091 | +10.70% |
| 2017 | $11,500 | $13,809 | +$2,309 | +20.08% |
| 2018 | $12,700 | $12,872 | +$172 | +1.35% |
| 2019 | $13,900 | $15,773 | +$1,873 | +13.47% |
| 2020 | $15,100 | $18,110 | +$3,010 | +19.93% |
| 2021 | $16,300 | $22,727 | +$6,427 | +39.43% |
| 2022 | $17,500 | $20,824 | +$3,324 | +18.99% |
| 2023 | $18,800 | $23,108 | +$4,308 | +22.91% |
| 2024 | $20,000 | $29,969 | +$9,969 | +49.85% |
| 2025 | $21,200 | $37,954 | +$16,754 | +79.03% |
| 2026 (YTD) | $22,200 | $44,551 | +$22,351 | +100.68% |
Best 12-month stretch
+95.74%Mar 2020 → Mar 2021
Worst 12-month stretch
-33.91%Jul 2019 → Jul 2020
Deepest drawdown
-46.53%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,854on $10,000, trailing 10 years