Lump Sum10 years ago
$10,000 invested once
$20,127+$10,127 · +101.27%
Total invested$10,000
Annualised (CAGR)+7.27%
Max drawdown-35.96%
SIP · Monthly122 contributions
$100 every month
$19,371+$7,171 · +58.78%
Total invested$12,200
Money-weighted (XIRR)+9.01%
Max drawdown-34.10%
SIP · Biweekly261 contributions
$100 every two weeks
$41,431+$15,331 · +58.74%
Total invested$26,100
Money-weighted (XIRR)+9.03%
Max drawdown-34.49%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$39,498after your settings in CRT-UN.TO
Profit
+$17,298+77.92% on money in
Annualised return
+7.86%Money-weighted (XIRR)
Deepest dip
-35.43%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+4.53% | -4.41% | +2.72% | +11.17% | +18.38% p.a. | +5.68% p.a. | +7.27% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.03% | +1.42% | -14.44% | +43.12% | +4.22% | +16.13% | -5.16% | -0.26% | +5.51% | +19.14% | +12.58% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,204 | +$4 | +0.04% |
| 2017 | $11,500 | $11,677 | +$177 | +1.54% |
| 2018 | $12,700 | $11,112 | -$1,588 | -12.50% |
| 2019 | $13,900 | $17,276 | +$3,376 | +24.28% |
| 2020 | $15,100 | $19,391 | +$4,291 | +28.42% |
| 2021 | $16,300 | $23,793 | +$7,493 | +45.97% |
| 2022 | $17,500 | $23,733 | +$6,233 | +35.62% |
| 2023 | $18,800 | $24,973 | +$6,173 | +32.84% |
| 2024 | $20,000 | $27,592 | +$7,592 | +37.96% |
| 2025 | $21,200 | $34,173 | +$12,973 | +61.19% |
| 2026 (YTD) | $22,200 | $39,498 | +$17,298 | +77.92% |
Best 12-month stretch
+60.50%Mar 2020 → Mar 2021
Worst 12-month stretch
-20.30%Mar 2019 → Mar 2020
Deepest drawdown
-35.96%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,455on $10,000, trailing 10 years