Lump Sum10 years ago
$10,000 invested once
$555-$9,445 · -94.45%
Total invested$10,000
Annualised (CAGR)-25.19%
Max drawdown-99.26%
SIP · Monthly122 contributions
$100 every month
$12,345+$145 · +1.19%
Total invested$12,200
Money-weighted (XIRR)+0.24%
Max drawdown-88.18%
SIP · Biweekly261 contributions
$100 every two weeks
$26,572+$472 · +1.81%
Total invested$26,100
Money-weighted (XIRR)+0.36%
Max drawdown-89.26%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$12,900after your settings in CFW.TO
Profit
-$9,300-41.89% on money in
Annualised return
-7.69%Money-weighted (XIRR)
Deepest dip
-97.50%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+3.50% | +11.64% | +24.78% | +123.97% | +11.19% p.a. | +2.53% p.a. | -25.19% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +85.94% | +25.63% | -56.35% | -53.64% | -93.49% | +6.60% | +45.24% | -26.72% | -14.09% | +8.07% | +71.08% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $18,892 | +$8,692 | +85.22% |
| 2017 | $11,500 | $25,679 | +$14,179 | +123.30% |
| 2018 | $12,700 | $11,883 | -$817 | -6.43% |
| 2019 | $13,900 | $6,328 | -$7,572 | -54.47% |
| 2020 | $15,100 | $866 | -$14,234 | -94.27% |
| 2021 | $16,300 | $2,224 | -$14,076 | -86.36% |
| 2022 | $17,500 | $4,624 | -$12,876 | -73.58% |
| 2023 | $18,800 | $4,574 | -$14,226 | -75.67% |
| 2024 | $20,000 | $5,029 | -$14,971 | -74.86% |
| 2025 | $21,200 | $6,856 | -$14,344 | -67.66% |
| 2026 (YTD) | $22,200 | $12,900 | -$9,300 | -41.89% |
Best 12-month stretch
+149.80%Jun 2017 → Jun 2018
Worst 12-month stretch
-93.81%Mar 2019 → Mar 2020
Deepest drawdown
-99.26%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