Lump Sum10 years ago
$10,000 invested once
$8,749-$1,251 · -12.51%
Total invested$10,000
Annualised (CAGR)-1.33%
Max drawdown-75.90%
SIP · Monthly122 contributions
$100 every month
$14,086+$1,886 · +15.46%
Total invested$12,200
Money-weighted (XIRR)+2.85%
Max drawdown-68.10%
SIP · Biweekly261 contributions
$100 every two weeks
$30,131+$4,031 · +15.44%
Total invested$26,100
Money-weighted (XIRR)+2.85%
Max drawdown-69.23%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$22,835after your settings in CHR.TO
Profit
+$635+2.86% on money in
Annualised return
+0.39%Money-weighted (XIRR)
Deepest dip
-70.72%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-4.03% | +23.18% | +29.22% | +30.00% | +27.25% p.a. | +3.81% p.a. | -1.33% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +19.31% | +40.29% | -36.97% | +50.58% | -53.02% | -10.27% | -2.41% | -20.99% | +20.70% | +0.55% | +39.59% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,160 | +$1,960 | +19.22% |
| 2017 | $11,500 | $18,667 | +$7,167 | +62.32% |
| 2018 | $12,700 | $12,722 | +$22 | +0.17% |
| 2019 | $13,900 | $20,469 | +$6,569 | +47.26% |
| 2020 | $15,100 | $11,051 | -$4,049 | -26.81% |
| 2021 | $16,300 | $10,885 | -$5,415 | -33.22% |
| 2022 | $17,500 | $11,814 | -$5,686 | -32.49% |
| 2023 | $18,800 | $10,508 | -$8,292 | -44.11% |
| 2024 | $20,000 | $14,154 | -$5,846 | -29.23% |
| 2025 | $21,200 | $15,501 | -$5,699 | -26.88% |
| 2026 (YTD) | $22,200 | $22,835 | +$635 | +2.86% |
Best 12-month stretch
+103.29%Mar 2020 → Mar 2021
Worst 12-month stretch
-70.18%Sep 2019 → Sep 2020
Deepest drawdown
-75.90%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,558on $10,000, trailing 10 years