Lump Sum10 years ago
$10,000 invested once
$18,097+$8,097 · +80.97%
Total invested$10,000
Annualised (CAGR)+6.13%
Max drawdown-25.20%
SIP · Monthly122 contributions
$100 every month
$16,786+$4,586 · +37.59%
Total invested$12,200
Money-weighted (XIRR)+6.26%
Max drawdown-16.35%
SIP · Biweekly261 contributions
$100 every two weeks
$35,892+$9,792 · +37.52%
Total invested$26,100
Money-weighted (XIRR)+6.27%
Max drawdown-16.55%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$34,883after your settings in CUP-U.TO
Profit
+$12,683+57.13% on money in
Annualised return
+6.17%Money-weighted (XIRR)
Deepest dip
-19.27%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.07% | +6.07% | +8.21% | +15.78% | +14.79% p.a. | +5.64% p.a. | +6.13% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +4.30% | +7.62% | -8.29% | +39.47% | -7.26% | +6.62% | -9.14% | -11.31% | +35.61% | +1.70% | +14.68% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,638 | +$438 | +4.30% |
| 2017 | $11,500 | $12,804 | +$1,304 | +11.34% |
| 2018 | $12,700 | $12,907 | +$207 | +1.63% |
| 2019 | $13,900 | $19,296 | +$5,396 | +38.82% |
| 2020 | $15,100 | $19,109 | +$4,009 | +26.55% |
| 2021 | $16,300 | $21,620 | +$5,320 | +32.64% |
| 2022 | $17,500 | $20,715 | +$3,215 | +18.37% |
| 2023 | $18,800 | $19,533 | +$733 | +3.90% |
| 2024 | $20,000 | $27,762 | +$7,762 | +38.81% |
| 2025 | $21,200 | $29,473 | +$8,273 | +39.02% |
| 2026 (YTD) | $22,200 | $34,883 | +$12,683 | +57.13% |
Best 12-month stretch
+54.84%Oct 2018 → Oct 2019
Worst 12-month stretch
-19.75%Nov 2022 → Nov 2023
Deepest drawdown
-25.20%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,695on $10,000, trailing 10 years