Lump Sum10 years ago
$10,000 invested once
$47,894+$37,894 · +378.94%
Total invested$10,000
Annualised (CAGR)+17.02%
Max drawdown-67.20%
SIP · Monthly122 contributions
$100 every month
$43,357+$31,157 · +255.39%
Total invested$12,200
Money-weighted (XIRR)+24.10%
Max drawdown-54.22%
SIP · Biweekly261 contributions
$100 every two weeks
$92,961+$66,861 · +256.17%
Total invested$26,100
Money-weighted (XIRR)+24.21%
Max drawdown-54.12%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$91,252after your settings in CG.TO
Profit
+$69,052+311.04% on money in
Annualised return
+19.25%Money-weighted (XIRR)
Deepest dip
-63.32%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-11.19% | +24.12% | +9.85% | +83.77% | +61.60% p.a. | +28.77% p.a. | +17.02% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -10.78% | +2.38% | -9.32% | +75.17% | +46.22% | -32.29% | -25.61% | +17.05% | +9.50% | +137.81% | +47.03% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,101 | -$1,099 | -10.77% |
| 2017 | $11,500 | $10,484 | -$1,016 | -8.84% |
| 2018 | $12,700 | $10,650 | -$2,050 | -16.15% |
| 2019 | $13,900 | $20,052 | +$6,152 | +44.26% |
| 2020 | $15,100 | $30,800 | +$15,700 | +103.97% |
| 2021 | $16,300 | $22,009 | +$5,709 | +35.03% |
| 2022 | $17,500 | $17,386 | -$114 | -0.65% |
| 2023 | $18,800 | $21,629 | +$2,829 | +15.05% |
| 2024 | $20,000 | $24,868 | +$4,868 | +24.34% |
| 2025 | $21,200 | $61,298 | +$40,098 | +189.14% |
| 2026 (YTD) | $22,200 | $91,252 | +$69,052 | +311.04% |
Best 12-month stretch
+255.31%Feb 2025 → Feb 2026
Worst 12-month stretch
-47.05%Aug 2020 → Aug 2021
Deepest drawdown
-67.20%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,482on $10,000, trailing 10 years