Lump Sum10 years ago
$10,000 invested once
$36,302+$26,302 · +263.02%
Total invested$10,000
Annualised (CAGR)+13.81%
Max drawdown-26.86%
SIP · Monthly122 contributions
$100 every month
$21,139+$8,939 · +73.27%
Total invested$12,200
Money-weighted (XIRR)+10.67%
Max drawdown-24.83%
SIP · Biweekly261 contributions
$100 every two weeks
$45,210+$19,110 · +73.22%
Total invested$26,100
Money-weighted (XIRR)+10.69%
Max drawdown-25.14%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$57,441after your settings in CVG.TO
Profit
+$35,241+158.74% on money in
Annualised return
+12.93%Money-weighted (XIRR)
Deepest dip
-26.27%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+6.25% | +8.97% | +12.88% | +18.67% | +6.48% p.a. | +9.38% p.a. | +13.81% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.59% | +59.66% | -2.40% | +14.74% | +11.14% | +20.65% | +19.97% | +6.52% | -8.47% | +6.42% | +18.57% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,460 | +$260 | +2.55% |
| 2017 | $11,500 | $18,436 | +$6,936 | +60.31% |
| 2018 | $12,700 | $19,187 | +$6,487 | +51.08% |
| 2019 | $13,900 | $23,252 | +$9,352 | +67.28% |
| 2020 | $15,100 | $27,245 | +$12,145 | +80.43% |
| 2021 | $16,300 | $34,087 | +$17,787 | +109.12% |
| 2022 | $17,500 | $42,208 | +$24,708 | +141.19% |
| 2023 | $18,800 | $46,229 | +$27,429 | +145.90% |
| 2024 | $20,000 | $43,481 | +$23,481 | +117.41% |
| 2025 | $21,200 | $47,504 | +$26,304 | +124.08% |
| 2026 (YTD) | $22,200 | $57,441 | +$35,241 | +158.74% |
Best 12-month stretch
+78.53%Mar 2020 → Mar 2021
Worst 12-month stretch
-17.13%Jul 2023 → Jul 2024
Deepest drawdown
-26.86%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,060on $10,000, trailing 10 years