Lump Sum10 years ago
$10,000 invested once
$50,741+$40,741 · +407.41%
Total invested$10,000
Annualised (CAGR)+17.70%
Max drawdown-57.76%
SIP · Monthly122 contributions
$100 every month
$26,628+$14,428 · +118.27%
Total invested$12,200
Money-weighted (XIRR)+15.02%
Max drawdown-54.15%
SIP · Biweekly261 contributions
$100 every two weeks
$56,967+$30,867 · +118.26%
Total invested$26,100
Money-weighted (XIRR)+15.06%
Max drawdown-53.81%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$77,370after your settings in CF.TO
Profit
+$55,170+248.51% on money in
Annualised return
+16.98%Money-weighted (XIRR)
Deepest dip
-56.79%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-4.87% | -7.48% | +12.53% | +17.14% | +28.81% p.a. | +2.38% p.a. | +17.70% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +29.97% | +24.59% | +5.14% | -14.55% | +137.93% | +37.98% | -42.23% | -5.69% | +36.90% | +14.70% | +24.18% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,241 | +$3,041 | +29.81% |
| 2017 | $11,500 | $18,058 | +$6,558 | +57.03% |
| 2018 | $12,700 | $20,087 | +$7,387 | +58.16% |
| 2019 | $13,900 | $18,259 | +$4,359 | +31.36% |
| 2020 | $15,100 | $45,687 | +$30,587 | +202.56% |
| 2021 | $16,300 | $64,415 | +$48,115 | +295.19% |
| 2022 | $17,500 | $38,301 | +$20,801 | +118.86% |
| 2023 | $18,800 | $37,279 | +$18,479 | +98.29% |
| 2024 | $20,000 | $52,413 | +$32,413 | +162.06% |
| 2025 | $21,200 | $61,480 | +$40,280 | +190.00% |
| 2026 (YTD) | $22,200 | $77,370 | +$55,170 | +248.51% |
Best 12-month stretch
+223.06%Mar 2020 → Mar 2021
Worst 12-month stretch
-50.39%Nov 2021 → Nov 2022
Deepest drawdown
-57.76%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,343on $10,000, trailing 10 years