Lump Sum10 years ago
$10,000 invested once
$55,455+$45,455 · +454.55%
Total invested$10,000
Annualised (CAGR)+18.75%
Max drawdown-88.64%
SIP · Monthly122 contributions
$100 every month
$138,704+$126,504 · +1036.92%
Total invested$12,200
Money-weighted (XIRR)+45.96%
Max drawdown-70.85%
SIP · Biweekly261 contributions
$100 every two weeks
$297,169+$271,069 · +1038.58%
Total invested$26,100
Money-weighted (XIRR)+46.12%
Max drawdown-70.74%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$194,158after your settings in SCZ.TO
Profit
+$171,958+774.59% on money in
Annualised return
+29.83%Money-weighted (XIRR)
Deepest dip
-77.67%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-27.00% | +11.04% | -15.57% | +20.20% | +114.26% p.a. | +52.29% p.a. | +18.75% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -29.55% | -64.52% | -36.36% | +128.57% | +193.75% | -34.04% | +32.26% | -39.02% | +16.00% | +1025.00% | -25.21% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,219 | -$2,981 | -29.22% |
| 2017 | $11,500 | $3,329 | -$8,171 | -71.05% |
| 2018 | $12,700 | $2,924 | -$9,776 | -76.98% |
| 2019 | $13,900 | $8,935 | -$4,965 | -35.72% |
| 2020 | $15,100 | $29,523 | +$14,423 | +95.51% |
| 2021 | $16,300 | $20,537 | +$4,237 | +25.99% |
| 2022 | $17,500 | $28,458 | +$10,958 | +62.62% |
| 2023 | $18,800 | $18,443 | -$357 | -1.90% |
| 2024 | $20,000 | $22,535 | +$2,535 | +12.67% |
| 2025 | $21,200 | $258,474 | +$237,274 | +1119.22% |
| 2026 (YTD) | $22,200 | $194,158 | +$171,958 | +774.59% |
Best 12-month stretch
+1528.79%Jan 2025 → Jan 2026
Worst 12-month stretch
-70.00%Dec 2016 → Dec 2017
Deepest drawdown
-88.64%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