Lump Sum10 years ago
$10,000 invested once
$2,920-$7,080 · -70.80%
Total invested$10,000
Annualised (CAGR)-22.11%
Max drawdown-75.80%
SIP · Monthly60 contributions
$100 every month
$4,274-$1,726 · -28.77%
Total invested$6,000
Money-weighted (XIRR)-13.39%
Max drawdown-47.61%
SIP · Biweekly129 contributions
$100 every two weeks
$9,164-$3,736 · -28.96%
Total invested$12,900
Money-weighted (XIRR)-13.68%
Max drawdown-47.27%
Playground
How you invest
Growth of your contributions
You invest
$16,000
It would be worth
$7,194after your settings in CVO.TO
Profit
-$8,806-55.04% on money in
Annualised return
-19.15%Money-weighted (XIRR)
Deepest dip
-65.67%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+16.59% | +19.16% | +7.54% | -39.53% | -21.58% p.a. | — | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -0.66% | -44.97% | +5.73% | -33.75% | +4.87% | -27.29% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $10,200 | $10,138 | -$62 | -0.61% |
| 2022 | $11,400 | $7,180 | -$4,220 | -37.02% |
| 2023 | $12,600 | $8,907 | -$3,693 | -29.31% |
| 2024 | $13,900 | $7,035 | -$6,865 | -49.39% |
| 2025 | $15,100 | $8,584 | -$6,516 | -43.16% |
| 2026 (YTD) | $16,000 | $7,194 | -$8,806 | -55.04% |
Best 12-month stretch
+126.81%Oct 2022 → Oct 2023
Worst 12-month stretch
-62.91%Nov 2021 → Nov 2022
Deepest drawdown
-75.80%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years