Lump Sum10 years ago
$10,000 invested once
$63,168+$53,168 · +531.68%
Total invested$10,000
Annualised (CAGR)+20.32%
Max drawdown-72.41%
SIP · Monthly122 contributions
$100 every month
$52,507+$40,307 · +330.38%
Total invested$12,200
Money-weighted (XIRR)+27.66%
Max drawdown-66.14%
SIP · Biweekly261 contributions
$100 every two weeks
$111,554+$85,454 · +327.41%
Total invested$26,100
Money-weighted (XIRR)+27.61%
Max drawdown-67.00%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$115,675after your settings in CNQ.TO
Profit
+$93,475+421.06% on money in
Annualised return
+22.53%Money-weighted (XIRR)
Deepest dip
-68.84%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+14.81% | +18.83% | +29.58% | +83.63% | +26.41% p.a. | +30.99% p.a. | +20.32% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.25% | +7.81% | -20.20% | +25.08% | -19.79% | +82.58% | +52.92% | +21.06% | +10.07% | +8.90% | +68.41% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,930 | +$730 | +7.15% |
| 2017 | $11,500 | $13,205 | +$1,705 | +14.82% |
| 2018 | $12,700 | $11,574 | -$1,126 | -8.87% |
| 2019 | $13,900 | $15,905 | +$2,005 | +14.43% |
| 2020 | $15,100 | $14,364 | -$736 | -4.87% |
| 2021 | $16,300 | $27,812 | +$11,512 | +70.63% |
| 2022 | $17,500 | $43,841 | +$26,341 | +150.52% |
| 2023 | $18,800 | $54,499 | +$35,699 | +189.89% |
| 2024 | $20,000 | $61,160 | +$41,160 | +205.80% |
| 2025 | $21,200 | $67,936 | +$46,736 | +220.45% |
| 2026 (YTD) | $22,200 | $115,675 | +$93,475 | +421.06% |
Best 12-month stretch
+229.37%Mar 2020 → Mar 2021
Worst 12-month stretch
-64.77%Mar 2019 → Mar 2020
Deepest drawdown
-72.41%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,310on $10,000, trailing 10 years