Lump Sum10 years ago
$10,000 invested once
$23,636+$13,636 · +136.36%
Total invested$10,000
Annualised (CAGR)+9.02%
Max drawdown-84.00%
SIP · Monthly122 contributions
$100 every month
$37,062+$24,862 · +203.79%
Total invested$12,200
Money-weighted (XIRR)+21.19%
Max drawdown-66.01%
SIP · Biweekly261 contributions
$100 every two weeks
$79,495+$53,395 · +204.58%
Total invested$26,100
Money-weighted (XIRR)+21.30%
Max drawdown-65.87%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$60,699after your settings in CDPR.V
Profit
+$38,499+173.42% on money in
Annualised return
+13.68%Money-weighted (XIRR)
Deepest dip
-77.42%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-13.33% | +8.33% | -12.16% | +35.42% | +93.73% p.a. | +16.40% p.a. | +9.02% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -36.36% | -8.57% | +71.88% | +81.82% | -23.00% | -33.77% | -56.86% | -4.55% | +200.00% | +58.73% | +30.00% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $6,491 | -$3,709 | -36.36% |
| 2017 | $11,500 | $7,163 | -$4,337 | -37.72% |
| 2018 | $12,700 | $13,887 | +$1,187 | +9.34% |
| 2019 | $13,900 | $27,164 | +$13,264 | +95.42% |
| 2020 | $15,100 | $22,216 | +$7,116 | +47.13% |
| 2021 | $16,300 | $15,675 | -$625 | -3.83% |
| 2022 | $17,500 | $7,443 | -$10,057 | -57.47% |
| 2023 | $18,800 | $8,413 | -$10,387 | -55.25% |
| 2024 | $20,000 | $27,925 | +$7,925 | +39.62% |
| 2025 | $21,200 | $45,932 | +$24,732 | +116.66% |
| 2026 (YTD) | $22,200 | $60,699 | +$38,499 | +173.42% |
Best 12-month stretch
+371.43%Aug 2024 → Aug 2025
Worst 12-month stretch
-61.54%Apr 2022 → Apr 2023
Deepest drawdown
-84.00%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