Lump Sum10 years ago
$10,000 invested once
$22,732+$12,732 · +127.32%
Total invested$10,000
Annualised (CAGR)+8.59%
Max drawdown-47.12%
SIP · Monthly122 contributions
$100 every month
$24,894+$12,694 · +104.05%
Total invested$12,200
Money-weighted (XIRR)+13.76%
Max drawdown-40.59%
SIP · Biweekly261 contributions
$100 every two weeks
$53,271+$27,171 · +104.10%
Total invested$26,100
Money-weighted (XIRR)+13.80%
Max drawdown-41.81%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$47,625after your settings in CSH-UN.TO
Profit
+$25,425+114.53% on money in
Annualised return
+10.39%Money-weighted (XIRR)
Deepest dip
-43.82%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+4.65% | -6.82% | +3.63% | +4.50% | +33.27% p.a. | +17.54% p.a. | +8.59% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.18% | +15.19% | -11.47% | +4.80% | -14.71% | +11.10% | -24.26% | +47.82% | +35.97% | +35.05% | +8.98% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,221 | +$21 | +0.21% |
| 2017 | $11,500 | $13,173 | +$1,673 | +14.55% |
| 2018 | $12,700 | $12,801 | +$101 | +0.79% |
| 2019 | $13,900 | $14,565 | +$665 | +4.78% |
| 2020 | $15,100 | $13,771 | -$1,329 | -8.80% |
| 2021 | $16,300 | $16,504 | +$204 | +1.25% |
| 2022 | $17,500 | $13,485 | -$4,015 | -22.94% |
| 2023 | $18,800 | $21,549 | +$2,749 | +14.62% |
| 2024 | $20,000 | $30,674 | +$10,674 | +53.37% |
| 2025 | $21,200 | $42,764 | +$21,564 | +101.72% |
| 2026 (YTD) | $22,200 | $47,625 | +$25,425 | +114.53% |
Best 12-month stretch
+75.18%May 2020 → May 2021
Worst 12-month stretch
-43.85%May 2019 → May 2020
Deepest drawdown
-47.12%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,067on $10,000, trailing 10 years