Lump Sum10 years ago
$10,000 invested once
$25,179+$15,179 · +151.79%
Total invested$10,000
Annualised (CAGR)+9.71%
Max drawdown-26.95%
SIP · Monthly122 contributions
$100 every month
$17,957+$5,757 · +47.19%
Total invested$12,200
Money-weighted (XIRR)+7.56%
Max drawdown-17.28%
SIP · Biweekly261 contributions
$100 every two weeks
$38,414+$12,314 · +47.18%
Total invested$26,100
Money-weighted (XIRR)+7.58%
Max drawdown-17.75%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$43,137after your settings in CNR.TO
Profit
+$20,937+94.31% on money in
Annualised return
+9.05%Money-weighted (XIRR)
Deepest dip
-23.21%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.94% | -5.18% | +11.27% | +32.37% | +8.41% p.a. | +3.13% p.a. | +9.71% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +9.26% | +16.60% | -1.10% | +19.63% | +20.35% | +12.88% | +5.47% | +5.67% | -9.17% | -4.61% | +27.36% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,134 | +$934 | +9.15% |
| 2017 | $11,500 | $14,346 | +$2,846 | +24.75% |
| 2018 | $12,700 | $15,341 | +$2,641 | +20.80% |
| 2019 | $13,900 | $19,555 | +$5,655 | +40.69% |
| 2020 | $15,100 | $24,880 | +$9,780 | +64.77% |
| 2021 | $16,300 | $29,390 | +$13,090 | +80.31% |
| 2022 | $17,500 | $32,259 | +$14,759 | +84.34% |
| 2023 | $18,800 | $35,472 | +$16,672 | +88.68% |
| 2024 | $20,000 | $33,320 | +$13,320 | +66.60% |
| 2025 | $21,200 | $33,005 | +$11,805 | +55.68% |
| 2026 (YTD) | $22,200 | $43,137 | +$20,937 | +94.31% |
Best 12-month stretch
+50.13%Mar 2020 → Mar 2021
Worst 12-month stretch
-21.09%Mar 2024 → Mar 2025
Deepest drawdown
-26.95%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,194on $10,000, trailing 10 years