Lump Sum10 years ago
$10,000 invested once
$14,040+$4,040 · +40.40%
Total invested$10,000
Annualised (CAGR)+3.46%
Max drawdown-51.20%
SIP · Monthly122 contributions
$100 every month
$10,674-$1,526 · -12.51%
Total invested$12,200
Money-weighted (XIRR)-2.70%
Max drawdown-34.66%
SIP · Biweekly261 contributions
$100 every two weeks
$22,772-$3,328 · -12.75%
Total invested$26,100
Money-weighted (XIRR)-2.76%
Max drawdown-34.05%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$24,714after your settings in CGO.TO
Profit
+$2,514+11.32% on money in
Annualised return
+1.48%Money-weighted (XIRR)
Deepest dip
-41.94%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-9.57% | -21.23% | -23.82% | -18.45% | +7.23% p.a. | -5.70% p.a. | +3.46% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +16.52% | +62.73% | -34.26% | +83.71% | -19.65% | +1.60% | -18.74% | -4.63% | +11.30% | +14.39% | -23.89% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,870 | +$1,670 | +16.37% |
| 2017 | $11,500 | $20,961 | +$9,461 | +82.27% |
| 2018 | $12,700 | $14,889 | +$2,189 | +17.23% |
| 2019 | $13,900 | $28,825 | +$14,925 | +107.37% |
| 2020 | $15,100 | $24,336 | +$9,236 | +61.16% |
| 2021 | $16,300 | $25,814 | +$9,514 | +58.37% |
| 2022 | $17,500 | $22,111 | +$4,611 | +26.35% |
| 2023 | $18,800 | $22,493 | +$3,693 | +19.64% |
| 2024 | $20,000 | $26,365 | +$6,365 | +31.83% |
| 2025 | $21,200 | $31,462 | +$10,262 | +48.40% |
| 2026 (YTD) | $22,200 | $24,714 | +$2,514 | +11.32% |
Best 12-month stretch
+89.16%Dec 2018 → Dec 2019
Worst 12-month stretch
-36.66%Sep 2021 → Sep 2022
Deepest drawdown
-51.20%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,141on $10,000, trailing 10 years