Lump Sum10 years ago
$10,000 invested once
$106,514+$96,514 · +965.14%
Total invested$10,000
Annualised (CAGR)+26.79%
Max drawdown-45.69%
SIP · Monthly122 contributions
$100 every month
$61,759+$49,559 · +406.22%
Total invested$12,200
Money-weighted (XIRR)+30.68%
Max drawdown-37.00%
SIP · Biweekly261 contributions
$100 every two weeks
$131,361+$105,261 · +403.30%
Total invested$26,100
Money-weighted (XIRR)+30.66%
Max drawdown-37.04%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$168,273after your settings in CCO.TO
Profit
+$146,073+657.98% on money in
Annualised return
+27.79%Money-weighted (XIRR)
Deepest dip
-39.87%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-11.55% | -11.09% | -34.06% | -10.57% | +28.25% p.a. | +30.08% p.a. | +26.79% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +27.73% | -14.67% | +34.00% | -23.74% | +46.24% | +62.18% | +11.71% | +86.52% | +34.52% | +76.82% | -18.64% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,002 | +$2,802 | +27.47% |
| 2017 | $11,500 | $12,303 | +$803 | +6.99% |
| 2018 | $12,700 | $17,861 | +$5,161 | +40.64% |
| 2019 | $13,900 | $14,687 | +$787 | +5.66% |
| 2020 | $15,100 | $23,063 | +$7,963 | +52.74% |
| 2021 | $16,300 | $38,811 | +$22,511 | +138.10% |
| 2022 | $17,500 | $44,504 | +$27,004 | +154.31% |
| 2023 | $18,800 | $84,735 | +$65,935 | +350.72% |
| 2024 | $20,000 | $115,371 | +$95,371 | +476.85% |
| 2025 | $21,200 | $205,860 | +$184,660 | +871.04% |
| 2026 (YTD) | $22,200 | $168,273 | +$146,073 | +657.98% |
Best 12-month stretch
+191.29%Mar 2025 → Mar 2026
Worst 12-month stretch
-43.36%Mar 2019 → Mar 2020
Deepest drawdown
-45.69%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,319on $10,000, trailing 10 years