Lump Sum10 years ago
$10,000 invested once
$116,270+$106,270 · +1062.70%
Total invested$10,000
Annualised (CAGR)+27.91%
Max drawdown-87.03%
SIP · Monthly122 contributions
$100 every month
$180,089+$167,889 · +1376.14%
Total invested$12,200
Money-weighted (XIRR)+51.01%
Max drawdown-58.06%
SIP · Biweekly261 contributions
$100 every two weeks
$381,341+$355,241 · +1361.08%
Total invested$26,100
Money-weighted (XIRR)+50.95%
Max drawdown-60.13%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$296,359after your settings in CGG.TO
Profit
+$274,159+1234.95% on money in
Annualised return
+35.98%Money-weighted (XIRR)
Deepest dip
-78.82%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-19.28% | +11.17% | +8.11% | +47.65% | +78.58% p.a. | +61.35% p.a. | +27.91% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -42.94% | +18.69% | -32.77% | -22.78% | +49.18% | +94.07% | +22.48% | +52.96% | +41.76% | +257.28% | +20.38% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $5,832 | -$4,368 | -42.82% |
| 2017 | $11,500 | $8,299 | -$3,201 | -27.83% |
| 2018 | $12,700 | $6,476 | -$6,224 | -49.01% |
| 2019 | $13,900 | $6,054 | -$7,846 | -56.45% |
| 2020 | $15,100 | $11,366 | -$3,734 | -24.73% |
| 2021 | $16,300 | $23,291 | +$6,991 | +42.89% |
| 2022 | $17,500 | $29,797 | +$12,297 | +70.27% |
| 2023 | $18,800 | $46,979 | +$28,179 | +149.89% |
| 2024 | $20,000 | $67,915 | +$47,915 | +239.58% |
| 2025 | $21,200 | $245,300 | +$224,100 | +1057.08% |
| 2026 (YTD) | $22,200 | $296,359 | +$274,159 | +1234.95% |
Best 12-month stretch
+840.03%May 2020 → May 2021
Worst 12-month stretch
-75.27%Mar 2019 → Mar 2020
Deepest drawdown
-87.03%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,937on $10,000, trailing 10 years