Lump Sum10 years ago
$10,000 invested once
$31,929+$21,929 · +219.29%
Total invested$10,000
Annualised (CAGR)+12.35%
Max drawdown-63.41%
SIP · Monthly122 contributions
$100 every month
$25,174+$12,974 · +106.35%
Total invested$12,200
Money-weighted (XIRR)+13.97%
Max drawdown-58.90%
SIP · Biweekly261 contributions
$100 every two weeks
$53,945+$27,845 · +106.69%
Total invested$26,100
Money-weighted (XIRR)+14.04%
Max drawdown-58.52%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$57,104after your settings in CKI.TO
Profit
+$34,904+157.22% on money in
Annualised return
+12.85%Money-weighted (XIRR)
Deepest dip
-62.18%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+6.36% | +2.77% | -7.77% | -3.68% | +20.44% p.a. | +20.91% p.a. | +12.35% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.43% | +33.97% | +19.90% | +1.76% | -47.61% | +54.49% | +20.93% | +14.42% | +65.27% | -11.48% | +15.27% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,547 | +$347 | +3.40% |
| 2017 | $11,500 | $15,581 | +$4,081 | +35.48% |
| 2018 | $12,700 | $19,950 | +$7,250 | +57.09% |
| 2019 | $13,900 | $21,492 | +$7,592 | +54.62% |
| 2020 | $15,100 | $12,489 | -$2,611 | -17.29% |
| 2021 | $16,300 | $20,785 | +$4,485 | +27.51% |
| 2022 | $17,500 | $26,475 | +$8,975 | +51.29% |
| 2023 | $18,800 | $31,707 | +$12,907 | +68.66% |
| 2024 | $20,000 | $53,768 | +$33,768 | +168.84% |
| 2025 | $21,200 | $48,638 | +$27,438 | +129.42% |
| 2026 (YTD) | $22,200 | $57,104 | +$34,904 | +157.22% |
Best 12-month stretch
+89.83%Jul 2023 → Jul 2024
Worst 12-month stretch
-62.43%Jun 2019 → Jun 2020
Deepest drawdown
-63.41%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,210on $10,000, trailing 10 years