Lump Sum10 years ago
$10,000 invested once
$72,550+$62,550 · +625.50%
Total invested$10,000
Annualised (CAGR)+29.01%
Max drawdown-77.14%
SIP · Monthly95 contributions
$100 every month
$58,842+$49,342 · +519.39%
Total invested$9,500
Money-weighted (XIRR)+45.96%
Max drawdown-51.01%
SIP · Biweekly204 contributions
$100 every two weeks
$123,621+$103,221 · +505.99%
Total invested$20,400
Money-weighted (XIRR)+45.65%
Max drawdown-56.38%
Playground
How you invest
Growth of your contributions
You invest
$19,500
It would be worth
$131,392after your settings in CNL.TO
Profit
+$111,892+573.80% on money in
Annualised return
+33.55%Money-weighted (XIRR)
Deepest dip
-74.08%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-20.41% | -19.07% | -46.83% | -12.11% | +48.38% p.a. | +37.21% p.a. | — |
Calendar-year returns
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|
| -68.00% | +50.00% | +207.29% | -13.56% | +65.88% | +44.68% | +213.40% | -24.35% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2019 | $11,200 | $3,692 | -$7,508 | -67.04% |
| 2020 | $12,500 | $6,986 | -$5,514 | -44.11% |
| 2021 | $13,700 | $23,498 | +$9,798 | +71.52% |
| 2022 | $14,900 | $21,350 | +$6,450 | +43.29% |
| 2023 | $16,100 | $36,501 | +$20,401 | +126.71% |
| 2024 | $17,300 | $54,543 | +$37,243 | +215.28% |
| 2025 | $18,500 | $172,777 | +$154,277 | +833.93% |
| 2026 (YTD) | $19,500 | $131,392 | +$111,892 | +573.80% |
Best 12-month stretch
+397.58%Jul 2024 → Jun 2025
Worst 12-month stretch
-71.43%Feb 2019 → Feb 2020
Deepest drawdown
-77.14%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