Lump Sum10 years ago
$10,000 invested once
$11,645+$1,645 · +16.45%
Total invested$10,000
Annualised (CAGR)+1.54%
Max drawdown-31.17%
SIP · Monthly122 contributions
$100 every month
$15,218+$3,018 · +24.74%
Total invested$12,200
Money-weighted (XIRR)+4.36%
Max drawdown-13.57%
SIP · Biweekly261 contributions
$100 every two weeks
$32,575+$6,475 · +24.81%
Total invested$26,100
Money-weighted (XIRR)+4.38%
Max drawdown-13.87%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$26,864after your settings in CSW-A.TO
Profit
+$4,664+21.01% on money in
Annualised return
+2.62%Money-weighted (XIRR)
Deepest dip
-22.25%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.44% | -0.45% | +7.73% | +21.18% | +12.99% p.a. | +3.33% p.a. | +1.54% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.90% | +7.65% | -12.78% | -14.41% | +15.94% | +4.21% | +2.92% | -15.39% | +4.38% | +23.10% | +10.40% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,905 | -$295 | -2.89% |
| 2017 | $11,500 | $12,052 | +$552 | +4.80% |
| 2018 | $12,700 | $11,684 | -$1,016 | -8.00% |
| 2019 | $13,900 | $11,086 | -$2,814 | -20.25% |
| 2020 | $15,100 | $14,158 | -$942 | -6.24% |
| 2021 | $16,300 | $15,908 | -$392 | -2.40% |
| 2022 | $17,500 | $17,522 | +$22 | +0.13% |
| 2023 | $18,800 | $16,022 | -$2,778 | -14.77% |
| 2024 | $20,000 | $17,942 | -$2,058 | -10.29% |
| 2025 | $21,200 | $23,378 | +$2,178 | +10.27% |
| 2026 (YTD) | $22,200 | $26,864 | +$4,664 | +21.01% |
Best 12-month stretch
+30.57%Mar 2020 → Mar 2021
Worst 12-month stretch
-21.25%Dec 2022 → Dec 2023
Deepest drawdown
-31.17%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,993on $10,000, trailing 10 years