Lump Sum10 years ago
$10,000 invested once
$21,396+$11,396 · +113.96%
Total invested$10,000
Annualised (CAGR)+7.93%
Max drawdown-38.45%
SIP · Monthly122 contributions
$100 every month
$18,337+$6,137 · +50.30%
Total invested$12,200
Money-weighted (XIRR)+7.96%
Max drawdown-34.93%
SIP · Biweekly261 contributions
$100 every two weeks
$39,222+$13,122 · +50.28%
Total invested$26,100
Money-weighted (XIRR)+7.98%
Max drawdown-35.34%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$39,733after your settings in CRR-UN.TO
Profit
+$17,533+78.98% on money in
Annualised return
+7.94%Money-weighted (XIRR)
Deepest dip
-37.30%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+4.23% | -7.40% | -1.65% | +10.14% | +17.64% p.a. | +3.18% p.a. | +7.93% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.28% | +8.17% | -2.52% | +30.23% | -3.17% | +36.74% | -10.05% | -7.30% | +3.69% | +21.52% | +9.51% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,428 | +$228 | +2.23% |
| 2017 | $11,500 | $12,623 | +$1,123 | +9.77% |
| 2018 | $12,700 | $13,518 | +$818 | +6.44% |
| 2019 | $13,900 | $18,876 | +$4,976 | +35.80% |
| 2020 | $15,100 | $19,612 | +$4,512 | +29.88% |
| 2021 | $16,300 | $28,175 | +$11,875 | +72.85% |
| 2022 | $17,500 | $26,534 | +$9,034 | +51.62% |
| 2023 | $18,800 | $25,888 | +$7,088 | +37.70% |
| 2024 | $20,000 | $28,045 | +$8,045 | +40.22% |
| 2025 | $21,200 | $35,376 | +$14,176 | +66.87% |
| 2026 (YTD) | $22,200 | $39,733 | +$17,533 | +78.98% |
Best 12-month stretch
+67.01%Mar 2020 → Mar 2021
Worst 12-month stretch
-27.06%Mar 2019 → Mar 2020
Deepest drawdown
-38.45%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,464on $10,000, trailing 10 years