Lump Sum10 years ago
$10,000 invested once
$14,007+$4,007 · +40.07%
Total invested$10,000
Annualised (CAGR)+6.70%
Max drawdown-96.01%
SIP · Monthly64 contributions
$100 every month
$28,500+$22,100 · +345.31%
Total invested$6,400
Money-weighted (XIRR)+61.11%
Max drawdown-86.07%
SIP · Biweekly136 contributions
$100 every two weeks
$62,572+$48,972 · +360.09%
Total invested$13,600
Money-weighted (XIRR)+62.76%
Max drawdown-84.95%
Playground
How you invest
Growth of your contributions
You invest
$16,400
It would be worth
$42,507after your settings in LCFS.TO
Profit
+$26,107+159.19% on money in
Annualised return
+24.06%Money-weighted (XIRR)
Deepest dip
-90.98%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-10.34% | +29.76% | +126.09% | +431.97% | +41.55% p.a. | +6.36% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -0.88% | -21.81% | -29.89% | -89.71% | +412.05% | +389.41% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $10,500 | $10,414 | -$86 | -0.82% |
| 2022 | $11,700 | $9,286 | -$2,414 | -20.63% |
| 2023 | $12,900 | $7,659 | -$5,241 | -40.63% |
| 2024 | $14,200 | $1,196 | -$13,004 | -91.58% |
| 2025 | $15,400 | $8,226 | -$7,174 | -46.58% |
| 2026 (YTD) | $16,400 | $42,507 | +$26,107 | +159.19% |
Best 12-month stretch
+636.07%Feb 2025 → Feb 2026
Worst 12-month stretch
-91.37%Jan 2024 → Jan 2025
Deepest drawdown
-96.01%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