Lump Sum10 years ago
$10,000 invested once
$12,000+$2,000 · +20.00%
Total invested$10,000
Annualised (CAGR)+4.30%
Max drawdown-35.29%
SIP · Monthly53 contributions
$100 every month
$4,476-$824 · -15.54%
Total invested$5,300
Money-weighted (XIRR)-7.61%
Max drawdown-17.50%
SIP · Biweekly114 contributions
$100 every two weeks
$9,655-$1,745 · -15.31%
Total invested$11,400
Money-weighted (XIRR)-7.59%
Max drawdown-17.16%
Playground
How you invest
Growth of your contributions
You invest
$15,300
It would be worth
$16,476after your settings in CEI.V
Profit
+$1,176+7.69% on money in
Annualised return
+2.07%Money-weighted (XIRR)
Deepest dip
-32.05%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-4.35% | -16.46% | -17.50% | -17.50% | -5.43% p.a. | — | — |
Calendar-year returns
| 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|
| +45.45% | -6.25% | +10.67% | -3.61% | -17.50% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2022 | $10,700 | $15,312 | +$4,612 | +43.10% |
| 2023 | $11,900 | $15,540 | +$3,640 | +30.59% |
| 2024 | $13,100 | $18,481 | +$5,381 | +41.07% |
| 2025 | $14,300 | $18,958 | +$4,658 | +32.57% |
| 2026 (YTD) | $15,300 | $16,476 | +$1,176 | +7.69% |
Best 12-month stretch
+40.98%Jul 2022 → Jul 2023
Worst 12-month stretch
-19.28%Sep 2025 → Sep 2026
Deepest drawdown
-35.29%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