Lump Sum10 years ago
$10,000 invested once
$10,222+$222 · +2.22%
Total invested$10,000
Annualised (CAGR)+0.33%
Max drawdown-81.46%
SIP · Monthly81 contributions
$100 every month
$5,305-$2,795 · -34.50%
Total invested$8,100
Money-weighted (XIRR)NaN%
Max drawdown-57.23%
SIP · Biweekly174 contributions
$100 every two weeks
$11,482-$5,918 · -34.01%
Total invested$17,400
Money-weighted (XIRR)NaN%
Max drawdown-57.07%
Playground
How you invest
Growth of your contributions
You invest
$18,100
It would be worth
$15,528after your settings in CNC.V
Profit
-$2,572-14.21% on money in
Annualised return
-2.95%Money-weighted (XIRR)
Deepest dip
-76.88%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-30.83% | -37.84% | -46.82% | -20.00% | -8.50% p.a. | -20.69% p.a. | — |
Calendar-year returns
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|
| +115.56% | +91.24% | -44.74% | -44.39% | -18.42% | +61.29% | -38.67% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2020 | $11,100 | $23,452 | +$12,352 | +111.28% |
| 2021 | $12,300 | $46,308 | +$34,008 | +276.49% |
| 2022 | $13,500 | $26,918 | +$13,418 | +99.39% |
| 2023 | $14,700 | $15,985 | +$1,285 | +8.74% |
| 2024 | $16,000 | $14,063 | -$1,937 | -12.11% |
| 2025 | $17,200 | $24,484 | +$7,284 | +42.35% |
| 2026 (YTD) | $18,100 | $15,528 | -$2,572 | -14.21% |
Best 12-month stretch
+678.57%Mar 2020 → Mar 2021
Worst 12-month stretch
-62.23%Dec 2021 → Dec 2022
Deepest drawdown
-81.46%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