Lump Sum10 years ago
$10,000 invested once
$24,497+$14,497 · +144.97%
Total invested$10,000
Annualised (CAGR)+9.41%
Max drawdown-93.87%
SIP · Monthly122 contributions
$100 every month
$93,370+$81,170 · +665.33%
Total invested$12,200
Money-weighted (XIRR)+38.43%
Max drawdown-52.45%
SIP · Biweekly261 contributions
$100 every two weeks
$200,764+$174,664 · +669.21%
Total invested$26,100
Money-weighted (XIRR)+38.63%
Max drawdown-52.67%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$117,867after your settings in CDR.TO
Profit
+$95,667+430.93% on money in
Annualised return
+22.79%Money-weighted (XIRR)
Deepest dip
-87.14%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-7.59% | +12.81% | +55.06% | +147.90% | +51.74% p.a. | +55.42% p.a. | +9.41% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +9.47% | -63.78% | -67.16% | +200.00% | -26.52% | +3.09% | -26.00% | +270.27% | +37.96% | +2.65% | +113.40% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,156 | +$956 | +9.37% |
| 2017 | $11,500 | $5,007 | -$6,493 | -56.46% |
| 2018 | $12,700 | $2,464 | -$10,236 | -80.60% |
| 2019 | $13,900 | $10,907 | -$2,993 | -21.53% |
| 2020 | $15,100 | $9,136 | -$5,964 | -39.49% |
| 2021 | $16,300 | $10,829 | -$5,471 | -33.57% |
| 2022 | $17,500 | $9,111 | -$8,389 | -47.94% |
| 2023 | $18,800 | $36,706 | +$17,906 | +95.25% |
| 2024 | $20,000 | $51,840 | +$31,840 | +159.20% |
| 2025 | $21,200 | $54,558 | +$33,358 | +157.35% |
| 2026 (YTD) | $22,200 | $117,867 | +$95,667 | +430.93% |
Best 12-month stretch
+822.22%Feb 2023 → Feb 2024
Worst 12-month stretch
-77.61%Dec 2017 → Dec 2018
Deepest drawdown
-93.87%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years