Lump Sum10 years ago
$10,000 invested once
$28,920+$18,920 · +189.20%
Total invested$10,000
Annualised (CAGR)+11.24%
Max drawdown-92.63%
SIP · Monthly122 contributions
$100 every month
$64,241+$52,041 · +426.56%
Total invested$12,200
Money-weighted (XIRR)+31.42%
Max drawdown-59.63%
SIP · Biweekly261 contributions
$100 every two weeks
$136,651+$110,551 · +423.57%
Total invested$26,100
Money-weighted (XIRR)+31.40%
Max drawdown-62.39%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$93,161after your settings in CPH.TO
Profit
+$70,961+319.64% on money in
Annualised return
+19.53%Money-weighted (XIRR)
Deepest dip
-86.64%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-3.60% | -17.60% | -27.50% | -7.59% | +45.54% p.a. | +39.71% p.a. | +11.24% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.83% | 0.00% | -62.24% | -28.65% | -29.55% | +90.32% | +116.95% | +44.27% | +160.29% | +3.33% | -10.13% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,811 | +$611 | +5.99% |
| 2017 | $11,500 | $12,129 | +$629 | +5.47% |
| 2018 | $12,700 | $5,328 | -$7,372 | -58.05% |
| 2019 | $13,900 | $5,005 | -$8,895 | -63.99% |
| 2020 | $15,100 | $4,721 | -$10,379 | -68.74% |
| 2021 | $16,300 | $10,379 | -$5,921 | -36.32% |
| 2022 | $17,500 | $24,403 | +$6,903 | +39.44% |
| 2023 | $18,800 | $37,034 | +$18,234 | +96.99% |
| 2024 | $20,000 | $98,123 | +$78,123 | +390.62% |
| 2025 | $21,200 | $102,710 | +$81,510 | +384.48% |
| 2026 (YTD) | $22,200 | $93,161 | +$70,961 | +319.64% |
Best 12-month stretch
+378.34%Aug 2023 → Aug 2024
Worst 12-month stretch
-74.85%Apr 2018 → Apr 2019
Deepest drawdown
-92.63%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