Lump Sum10 years ago
$10,000 invested once
$18,560+$8,560 · +85.60%
Total invested$10,000
Annualised (CAGR)+6.40%
Max drawdown-74.88%
SIP · Monthly122 contributions
$100 every month
$26,821+$14,621 · +119.85%
Total invested$12,200
Money-weighted (XIRR)+15.16%
Max drawdown-59.35%
SIP · Biweekly261 contributions
$100 every two weeks
$57,449+$31,349 · +120.11%
Total invested$26,100
Money-weighted (XIRR)+15.22%
Max drawdown-60.84%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$45,381after your settings in CHE-UN.TO
Profit
+$23,181+104.42% on money in
Annualised return
+9.74%Money-weighted (XIRR)
Deepest dip
-66.69%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.90% | -10.11% | -7.95% | +14.36% | +28.83% p.a. | +20.68% p.a. | +6.40% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.30% | +9.25% | -39.56% | +16.82% | -41.25% | +37.93% | +30.66% | +1.90% | +36.39% | +45.31% | +2.01% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,247 | +$1,047 | +10.27% |
| 2017 | $11,500 | $13,683 | +$2,183 | +18.98% |
| 2018 | $12,700 | $9,206 | -$3,494 | -27.51% |
| 2019 | $13,900 | $12,181 | -$1,719 | -12.36% |
| 2020 | $15,100 | $8,508 | -$6,592 | -43.66% |
| 2021 | $16,300 | $13,035 | -$3,265 | -20.03% |
| 2022 | $17,500 | $18,447 | +$947 | +5.41% |
| 2023 | $18,800 | $20,139 | +$1,339 | +7.12% |
| 2024 | $20,000 | $28,868 | +$8,868 | +44.34% |
| 2025 | $21,200 | $43,550 | +$22,350 | +105.42% |
| 2026 (YTD) | $22,200 | $45,381 | +$23,181 | +104.42% |
Best 12-month stretch
+108.18%Oct 2020 → Oct 2021
Worst 12-month stretch
-54.61%Oct 2019 → Oct 2020
Deepest drawdown
-74.88%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,718on $10,000, trailing 10 years