Lump Sum10 years ago
$10,000 invested once
$6,169-$3,831 · -38.31%
Total invested$10,000
Annualised (CAGR)-4.73%
Max drawdown-74.53%
SIP · Monthly122 contributions
$100 every month
$8,895-$3,305 · -27.09%
Total invested$12,200
Money-weighted (XIRR)NaN%
Max drawdown-68.88%
SIP · Biweekly261 contributions
$100 every two weeks
$19,071-$7,029 · -26.93%
Total invested$26,100
Money-weighted (XIRR)NaN%
Max drawdown-68.90%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$15,063after your settings in CMG.TO
Profit
-$7,137-32.15% on money in
Annualised return
-5.45%Money-weighted (XIRR)
Deepest dip
-71.54%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+2.22% | +13.99% | +3.25% | -27.64% | -21.74% p.a. | -2.97% p.a. | -4.73% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.31% | +9.79% | -33.09% | +41.94% | -37.82% | -9.06% | +42.23% | +78.08% | +6.86% | -49.52% | -20.80% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,869 | -$331 | -3.24% |
| 2017 | $11,500 | $12,135 | +$635 | +5.52% |
| 2018 | $12,700 | $9,008 | -$3,692 | -29.07% |
| 2019 | $13,900 | $14,290 | +$390 | +2.81% |
| 2020 | $15,100 | $10,031 | -$5,069 | -33.57% |
| 2021 | $16,300 | $10,176 | -$6,124 | -37.57% |
| 2022 | $17,500 | $15,903 | -$1,597 | -9.12% |
| 2023 | $18,800 | $30,055 | +$11,255 | +59.87% |
| 2024 | $20,000 | $33,245 | +$13,245 | +66.22% |
| 2025 | $21,200 | $17,708 | -$3,492 | -16.47% |
| 2026 (YTD) | $22,200 | $15,063 | -$7,137 | -32.15% |
Best 12-month stretch
+111.83%Oct 2022 → Oct 2023
Worst 12-month stretch
-57.75%Nov 2024 → Nov 2025
Deepest drawdown
-74.53%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,623on $10,000, trailing 10 years