Lump Sum10 years ago
$10,000 invested once
$57,160+$47,160 · +471.60%
Total invested$10,000
Annualised (CAGR)+19.12%
Max drawdown-55.04%
SIP · Monthly122 contributions
$100 every month
$27,947+$15,747 · +129.07%
Total invested$12,200
Money-weighted (XIRR)+15.93%
Max drawdown-53.23%
SIP · Biweekly261 contributions
$100 every two weeks
$59,849+$33,749 · +129.30%
Total invested$26,100
Money-weighted (XIRR)+15.99%
Max drawdown-53.12%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$85,106after your settings in CSU.TO
Profit
+$62,906+283.36% on money in
Annualised return
+18.29%Money-weighted (XIRR)
Deepest dip
-54.48%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+18.17% | +27.35% | +40.97% | -10.06% | +8.51% p.a. | +9.55% p.a. | +19.12% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.79% | +25.83% | +11.03% | +54.22% | +31.36% | +42.35% | -9.69% | +55.70% | +35.89% | -27.25% | +4.98% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,922 | -$278 | -2.73% |
| 2017 | $11,500 | $13,947 | +$2,447 | +21.28% |
| 2018 | $12,700 | $16,590 | +$3,890 | +30.63% |
| 2019 | $13,900 | $26,840 | +$12,940 | +93.09% |
| 2020 | $15,100 | $36,613 | +$21,513 | +142.47% |
| 2021 | $16,300 | $53,609 | +$37,309 | +228.89% |
| 2022 | $17,500 | $49,677 | +$32,177 | +183.87% |
| 2023 | $18,800 | $78,948 | +$60,148 | +319.93% |
| 2024 | $20,000 | $108,597 | +$88,597 | +442.99% |
| 2025 | $21,200 | $79,900 | +$58,700 | +276.89% |
| 2026 (YTD) | $22,200 | $85,106 | +$62,906 | +283.36% |
Best 12-month stretch
+68.15%Jul 2017 → Jul 2018
Worst 12-month stretch
-52.18%Feb 2025 → Feb 2026
Deepest drawdown
-55.04%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,249on $10,000, trailing 10 years