Lump Sum10 years ago
$10,000 invested once
$3,065-$6,935 · -69.35%
Total invested$10,000
Annualised (CAGR)-11.19%
Max drawdown-89.90%
SIP · Monthly122 contributions
$100 every month
$12,163-$37 · -0.30%
Total invested$12,200
Money-weighted (XIRR)-0.06%
Max drawdown-79.37%
SIP · Biweekly261 contributions
$100 every two weeks
$25,980-$120 · -0.46%
Total invested$26,100
Money-weighted (XIRR)-0.09%
Max drawdown-79.20%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$15,228after your settings in CGX.TO
Profit
-$6,972-31.41% on money in
Annualised return
-5.29%Money-weighted (XIRR)
Deepest dip
-83.75%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.46% | +8.67% | +15.40% | +4.40% | +16.78% p.a. | -0.34% p.a. | -11.19% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.62% | -24.35% | -25.30% | +38.62% | -72.63% | +46.82% | -40.85% | +3.98% | +45.76% | -14.02% | +24.31% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,366 | +$166 | +1.62% |
| 2017 | $11,500 | $8,938 | -$2,562 | -22.28% |
| 2018 | $12,700 | $7,753 | -$4,947 | -38.95% |
| 2019 | $13,900 | $12,420 | -$1,480 | -10.65% |
| 2020 | $15,100 | $4,540 | -$10,560 | -69.93% |
| 2021 | $16,300 | $7,905 | -$8,395 | -51.50% |
| 2022 | $17,500 | $5,555 | -$11,945 | -68.26% |
| 2023 | $18,800 | $7,015 | -$11,785 | -62.69% |
| 2024 | $20,000 | $11,831 | -$8,169 | -40.84% |
| 2025 | $21,200 | $11,321 | -$9,879 | -46.60% |
| 2026 (YTD) | $22,200 | $15,228 | -$6,972 | -31.41% |
Best 12-month stretch
+207.99%Oct 2020 → Oct 2021
Worst 12-month stretch
-79.94%Oct 2019 → Oct 2020
Deepest drawdown
-89.90%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,101on $10,000, trailing 10 years