Lump Sum10 years ago
$10,000 invested once
$229,471+$219,471 · +2194.71%
Total invested$10,000
Annualised (CAGR)+36.94%
Max drawdown-78.51%
SIP · Monthly122 contributions
$100 every month
$262,855+$250,655 · +2054.55%
Total invested$12,200
Money-weighted (XIRR)+58.46%
Max drawdown-61.29%
SIP · Biweekly261 contributions
$100 every two weeks
$559,008+$532,908 · +2041.79%
Total invested$26,100
Money-weighted (XIRR)+58.51%
Max drawdown-62.20%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$492,326after your settings in CLS.TO
Profit
+$470,126+2117.68% on money in
Annualised return
+43.62%Money-weighted (XIRR)
Deepest dip
-68.54%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-29.47% | -15.27% | -35.05% | -12.30% | +127.92% p.a. | +97.72% p.a. | +36.94% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.19% | -17.16% | -11.99% | -8.36% | -3.39% | +37.29% | +8.23% | +154.33% | +260.60% | +196.32% | -12.13% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,217 | +$17 | +0.17% |
| 2017 | $11,500 | $9,542 | -$1,958 | -17.03% |
| 2018 | $12,700 | $9,387 | -$3,313 | -26.09% |
| 2019 | $13,900 | $9,891 | -$4,009 | -28.84% |
| 2020 | $15,100 | $11,015 | -$4,085 | -27.05% |
| 2021 | $16,300 | $16,657 | +$357 | +2.19% |
| 2022 | $17,500 | $19,343 | +$1,843 | +10.53% |
| 2023 | $18,800 | $51,485 | +$32,685 | +173.86% |
| 2024 | $20,000 | $187,958 | +$167,958 | +839.79% |
| 2025 | $21,200 | $559,363 | +$538,163 | +2538.51% |
| 2026 (YTD) | $22,200 | $492,326 | +$470,126 | +2117.68% |
Best 12-month stretch
+504.24%Sep 2024 → Sep 2025
Worst 12-month stretch
-63.37%Mar 2019 → Mar 2020
Deepest drawdown
-78.51%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years