Lump Sum10 years ago
$10,000 invested once
$29,860+$19,860 · +198.60%
Total invested$10,000
Annualised (CAGR)+11.60%
Max drawdown-95.67%
SIP · Monthly122 contributions
$100 every month
$90,393+$78,193 · +640.92%
Total invested$12,200
Money-weighted (XIRR)+37.82%
Max drawdown-83.14%
SIP · Biweekly261 contributions
$100 every two weeks
$189,801+$163,701 · +627.21%
Total invested$26,100
Money-weighted (XIRR)+37.57%
Max drawdown-84.77%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$120,253after your settings in CJ.TO
Profit
+$98,053+441.68% on money in
Annualised return
+23.07%Money-weighted (XIRR)
Deepest dip
-91.31%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+14.96% | +20.18% | +19.46% | +84.38% | +33.27% p.a. | +34.39% p.a. | +11.60% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +21.77% | -48.12% | -46.46% | +12.03% | -68.27% | +420.73% | +87.05% | -8.86% | +19.57% | +44.20% | +62.27% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,405 | +$2,205 | +21.62% |
| 2017 | $11,500 | $7,676 | -$3,824 | -33.25% |
| 2018 | $12,700 | $4,869 | -$7,831 | -61.66% |
| 2019 | $13,900 | $6,799 | -$7,101 | -51.08% |
| 2020 | $15,100 | $3,903 | -$11,197 | -74.15% |
| 2021 | $16,300 | $22,382 | +$6,082 | +37.31% |
| 2022 | $17,500 | $43,170 | +$25,670 | +146.69% |
| 2023 | $18,800 | $40,561 | +$21,761 | +115.75% |
| 2024 | $20,000 | $49,766 | +$29,766 | +148.83% |
| 2025 | $21,200 | $73,329 | +$52,129 | +245.89% |
| 2026 (YTD) | $22,200 | $120,253 | +$98,053 | +441.68% |
Best 12-month stretch
+1250.65%Nov 2020 → Nov 2021
Worst 12-month stretch
-85.30%Mar 2019 → Mar 2020
Deepest drawdown
-95.67%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,732on $10,000, trailing 10 years