Lump Sum10 years ago
$10,000 invested once
$121,630+$111,630 · +1116.30%
Total invested$10,000
Annualised (CAGR)+28.49%
Max drawdown-78.36%
SIP · Monthly122 contributions
$100 every month
$80,834+$68,634 · +562.57%
Total invested$12,200
Money-weighted (XIRR)+35.71%
Max drawdown-67.82%
SIP · Biweekly261 contributions
$100 every two weeks
$172,605+$146,505 · +561.32%
Total invested$26,100
Money-weighted (XIRR)+35.78%
Max drawdown-67.91%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$202,464after your settings in CS.TO
Profit
+$180,264+812.00% on money in
Annualised return
+30.44%Money-weighted (XIRR)
Deepest dip
-68.95%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-23.04% | -13.59% | -3.62% | -2.44% | +33.66% p.a. | +16.67% p.a. | +28.49% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +36.96% | +14.29% | -53.47% | +13.43% | +213.16% | +134.45% | -11.47% | +30.57% | +39.53% | +50.78% | -17.54% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,928 | +$3,728 | +36.55% |
| 2017 | $11,500 | $17,434 | +$5,934 | +51.60% |
| 2018 | $12,700 | $9,030 | -$3,670 | -28.90% |
| 2019 | $13,900 | $11,795 | -$2,105 | -15.14% |
| 2020 | $15,100 | $40,421 | +$25,321 | +167.69% |
| 2021 | $16,300 | $96,231 | +$79,931 | +490.37% |
| 2022 | $17,500 | $86,604 | +$69,104 | +394.88% |
| 2023 | $18,800 | $114,460 | +$95,660 | +508.83% |
| 2024 | $20,000 | $160,915 | +$140,915 | +704.58% |
| 2025 | $21,200 | $244,485 | +$223,285 | +1053.23% |
| 2026 (YTD) | $22,200 | $202,464 | +$180,264 | +812.00% |
Best 12-month stretch
+1074.00%May 2020 → May 2021
Worst 12-month stretch
-64.29%Dec 2017 → Dec 2018
Deepest drawdown
-78.36%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