Lump Sum10 years ago
$10,000 invested once
$36,437+$26,437 · +264.37%
Total invested$10,000
Annualised (CAGR)+13.85%
Max drawdown-25.28%
SIP · Monthly122 contributions
$100 every month
$21,925+$9,725 · +79.71%
Total invested$12,200
Money-weighted (XIRR)+11.36%
Max drawdown-22.35%
SIP · Biweekly261 contributions
$100 every two weeks
$46,969+$20,869 · +79.96%
Total invested$26,100
Money-weighted (XIRR)+11.42%
Max drawdown-23.28%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$58,362after your settings in CP.TO
Profit
+$36,162+162.89% on money in
Annualised return
+13.14%Money-weighted (XIRR)
Deepest dip
-24.59%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+2.13% | -3.47% | +6.19% | +19.85% | +10.05% p.a. | +6.40% p.a. | +13.85% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.02% | +21.13% | +6.58% | +39.53% | +33.29% | +3.91% | +11.83% | +4.62% | +2.56% | -3.38% | +23.46% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,398 | +$198 | +1.94% |
| 2017 | $11,500 | $14,045 | +$2,545 | +22.13% |
| 2018 | $12,700 | $16,154 | +$3,454 | +27.20% |
| 2019 | $13,900 | $23,890 | +$9,990 | +71.87% |
| 2020 | $15,100 | $33,317 | +$18,217 | +120.65% |
| 2021 | $16,300 | $35,803 | +$19,503 | +119.65% |
| 2022 | $17,500 | $41,300 | +$23,800 | +136.00% |
| 2023 | $18,800 | $44,515 | +$25,715 | +136.78% |
| 2024 | $20,000 | $46,809 | +$26,809 | +134.05% |
| 2025 | $21,200 | $46,403 | +$25,203 | +118.88% |
| 2026 (YTD) | $22,200 | $58,362 | +$36,162 | +162.89% |
Best 12-month stretch
+78.60%Mar 2020 → Mar 2021
Worst 12-month stretch
-16.18%Mar 2024 → Mar 2025
Deepest drawdown
-25.28%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,875on $10,000, trailing 10 years