Lump Sum10 years ago
$10,000 invested once
$45,534+$35,534 · +355.34%
Total invested$10,000
Annualised (CAGR)+16.43%
Max drawdown-92.32%
SIP · Monthly122 contributions
$100 every month
$13,866+$1,666 · +13.66%
Total invested$12,200
Money-weighted (XIRR)+2.54%
Max drawdown-84.28%
SIP · Biweekly261 contributions
$100 every two weeks
$29,487+$3,387 · +12.98%
Total invested$26,100
Money-weighted (XIRR)+2.43%
Max drawdown-83.76%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$59,400after your settings in CRON.TO
Profit
+$37,200+167.57% on money in
Annualised return
+13.38%Money-weighted (XIRR)
Deepest dip
-91.70%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.05% | +18.14% | +28.85% | +32.49% | +25.82% p.a. | -6.11% p.a. | +16.43% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +43.69% | +558.11% | +62.22% | -41.14% | -4.95% | -43.67% | -30.92% | -19.48% | +7.94% | +23.41% | +27.10% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $14,614 | +$4,414 | +43.27% |
| 2017 | $11,500 | $101,141 | +$89,641 | +779.49% |
| 2018 | $12,700 | $166,009 | +$153,309 | +1207.16% |
| 2019 | $13,900 | $98,416 | +$84,516 | +608.03% |
| 2020 | $15,100 | $94,801 | +$79,701 | +527.82% |
| 2021 | $16,300 | $54,073 | +$37,773 | +231.74% |
| 2022 | $17,500 | $38,339 | +$20,839 | +119.08% |
| 2023 | $18,800 | $32,190 | +$13,390 | +71.22% |
| 2024 | $20,000 | $35,903 | +$15,903 | +79.51% |
| 2025 | $21,200 | $45,785 | +$24,585 | +115.97% |
| 2026 (YTD) | $22,200 | $59,400 | +$37,200 | +167.57% |
Best 12-month stretch
+608.52%Sep 2017 → Sep 2018
Worst 12-month stretch
-74.08%Mar 2019 → Mar 2020
Deepest drawdown
-92.32%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