Lump Sum10 years ago
$10,000 invested once
$30,534+$20,534 · +205.34%
Total invested$10,000
Annualised (CAGR)+11.85%
Max drawdown-88.14%
SIP · Monthly122 contributions
$100 every month
$46,794+$34,594 · +283.55%
Total invested$12,200
Money-weighted (XIRR)+25.52%
Max drawdown-78.76%
SIP · Biweekly261 contributions
$100 every two weeks
$99,147+$73,047 · +279.87%
Total invested$26,100
Money-weighted (XIRR)+25.41%
Max drawdown-79.71%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$77,328after your settings in CVE.TO
Profit
+$55,128+248.32% on money in
Annualised return
+16.98%Money-weighted (XIRR)
Deepest dip
-80.80%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+4.98% | +11.86% | +29.23% | +97.11% | +23.61% p.a. | +28.86% p.a. | +11.85% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.17% | -42.52% | -8.67% | +30.78% | -40.52% | +101.55% | +72.44% | -14.07% | +3.82% | +12.62% | +94.38% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,226 | +$1,026 | +10.06% |
| 2017 | $11,500 | $7,641 | -$3,859 | -33.56% |
| 2018 | $12,700 | $8,064 | -$4,636 | -36.51% |
| 2019 | $13,900 | $11,904 | -$1,996 | -14.36% |
| 2020 | $15,100 | $8,791 | -$6,309 | -41.78% |
| 2021 | $16,300 | $19,456 | +$3,156 | +19.36% |
| 2022 | $17,500 | $34,935 | +$17,435 | +99.63% |
| 2023 | $18,800 | $31,206 | +$12,406 | +65.99% |
| 2024 | $20,000 | $33,497 | +$13,497 | +67.49% |
| 2025 | $21,200 | $39,124 | +$17,924 | +84.55% |
| 2026 (YTD) | $22,200 | $77,328 | +$55,128 | +248.32% |
Best 12-month stretch
+319.54%Mar 2020 → Mar 2021
Worst 12-month stretch
-79.15%Mar 2019 → Mar 2020
Deepest drawdown
-88.14%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,187on $10,000, trailing 10 years