Lump Sum10 years ago
$10,000 invested once
$183,666+$173,666 · +1736.66%
Total invested$10,000
Annualised (CAGR)+33.92%
Max drawdown-97.64%
SIP · Monthly122 contributions
$100 every month
$71,293+$59,093 · +484.37%
Total invested$12,200
Money-weighted (XIRR)+33.36%
Max drawdown-96.94%
SIP · Biweekly261 contributions
$100 every two weeks
$154,882+$128,782 · +493.42%
Total invested$26,100
Money-weighted (XIRR)+33.74%
Max drawdown-97.04%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$254,960after your settings in CVVY.TO
Profit
+$232,760+1048.47% on money in
Annualised return
+33.77%Money-weighted (XIRR)
Deepest dip
-97.56%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+14.41% | +49.71% | +94.07% | +263.89% | +68.56% p.a. | +45.10% p.a. | +33.92% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +11.11% | +2562.46% | -33.65% | -73.21% | -36.00% | -35.42% | +303.23% | -72.00% | -20.00% | +228.57% | +184.78% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,327 | +$1,127 | +11.05% |
| 2017 | $11,500 | $331,559 | +$320,059 | +2783.12% |
| 2018 | $12,700 | $220,808 | +$208,108 | +1638.65% |
| 2019 | $13,900 | $59,976 | +$46,076 | +331.48% |
| 2020 | $15,100 | $40,022 | +$24,922 | +165.05% |
| 2021 | $16,300 | $26,733 | +$10,433 | +64.00% |
| 2022 | $17,500 | $109,649 | +$92,149 | +526.57% |
| 2023 | $18,800 | $31,525 | +$12,725 | +67.68% |
| 2024 | $20,000 | $26,308 | +$6,308 | +31.54% |
| 2025 | $21,200 | $88,880 | +$67,680 | +319.25% |
| 2026 (YTD) | $22,200 | $254,960 | +$232,760 | +1048.47% |
Best 12-month stretch
+4406.53%Mar 2017 → Mar 2018
Worst 12-month stretch
-93.19%Mar 2019 → Mar 2020
Deepest drawdown
-97.64%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,611on $10,000, trailing 10 years