Lump Sum10 years ago
$10,000 invested once
$52,401+$42,401 · +424.01%
Total invested$10,000
Annualised (CAGR)+18.08%
Max drawdown-39.49%
SIP · Monthly122 contributions
$100 every month
$28,822+$16,622 · +136.25%
Total invested$12,200
Money-weighted (XIRR)+16.50%
Max drawdown-37.97%
SIP · Biweekly261 contributions
$100 every two weeks
$61,700+$35,600 · +136.40%
Total invested$26,100
Money-weighted (XIRR)+16.56%
Max drawdown-38.31%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$81,223after your settings in CPX.TO
Profit
+$59,023+265.87% on money in
Annualised return
+17.65%Money-weighted (XIRR)
Deepest dip
-39.15%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.15% | -14.05% | -7.45% | -10.52% | +26.36% p.a. | +14.22% p.a. | +18.08% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +14.72% | +12.44% | +15.30% | +37.04% | +9.68% | +18.93% | +23.39% | -13.28% | +77.36% | -0.53% | +4.40% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,689 | +$1,489 | +14.60% |
| 2017 | $11,500 | $14,470 | +$2,970 | +25.83% |
| 2018 | $12,700 | $17,960 | +$5,260 | +41.42% |
| 2019 | $13,900 | $25,983 | +$12,083 | +86.93% |
| 2020 | $15,100 | $29,972 | +$14,872 | +98.49% |
| 2021 | $16,300 | $36,885 | +$20,585 | +126.29% |
| 2022 | $17,500 | $46,813 | +$29,313 | +167.50% |
| 2023 | $18,800 | $41,826 | +$23,026 | +122.48% |
| 2024 | $20,000 | $75,995 | +$55,995 | +279.98% |
| 2025 | $21,200 | $76,883 | +$55,683 | +262.66% |
| 2026 (YTD) | $22,200 | $81,223 | +$59,023 | +265.87% |
Best 12-month stretch
+89.58%Dec 2023 → Dec 2024
Worst 12-month stretch
-21.32%Mar 2019 → Mar 2020
Deepest drawdown
-39.49%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$10,517on $10,000, trailing 10 years