Lump Sum10 years ago
$10,000 invested once
$10,207+$207 · +2.07%
Total invested$10,000
Annualised (CAGR)+0.21%
Max drawdown-80.52%
SIP · Monthly122 contributions
$100 every month
$10,812-$1,388 · -11.38%
Total invested$12,200
Money-weighted (XIRR)-2.44%
Max drawdown-55.24%
SIP · Biweekly261 contributions
$100 every two weeks
$23,176-$2,924 · -11.20%
Total invested$26,100
Money-weighted (XIRR)-2.40%
Max drawdown-55.17%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$21,019after your settings in CFP.TO
Profit
-$1,181-5.32% on money in
Annualised return
-0.76%Money-weighted (XIRR)
Deepest dip
-76.68%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-3.48% | +9.94% | +21.50% | +21.21% | +2.63% p.a. | -9.89% p.a. | +0.21% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.14% | +62.28% | -34.02% | -29.24% | +98.62% | +39.51% | -33.53% | -16.24% | -13.00% | -20.41% | +23.46% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,414 | +$214 | +2.10% |
| 2017 | $11,500 | $18,515 | +$7,015 | +61.00% |
| 2018 | $12,700 | $12,994 | +$294 | +2.32% |
| 2019 | $13,900 | $10,229 | -$3,671 | -26.41% |
| 2020 | $15,100 | $22,548 | +$7,448 | +49.32% |
| 2021 | $16,300 | $32,865 | +$16,565 | +101.63% |
| 2022 | $17,500 | $22,880 | +$5,380 | +30.74% |
| 2023 | $18,800 | $20,329 | +$1,529 | +8.13% |
| 2024 | $20,000 | $18,869 | -$1,131 | -5.65% |
| 2025 | $21,200 | $16,131 | -$5,069 | -23.91% |
| 2026 (YTD) | $22,200 | $21,019 | -$1,181 | -5.32% |
Best 12-month stretch
+317.43%Apr 2020 → Apr 2021
Worst 12-month stretch
-73.65%Jun 2018 → Jun 2019
Deepest drawdown
-80.52%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