Lump Sum10 years ago
$10,000 invested once
$51,667+$41,667 · +416.67%
Total invested$10,000
Annualised (CAGR)+17.91%
Max drawdown-73.77%
SIP · Monthly122 contributions
$100 every month
$45,237+$33,037 · +270.80%
Total invested$12,200
Money-weighted (XIRR)+24.89%
Max drawdown-69.92%
SIP · Biweekly261 contributions
$100 every two weeks
$97,284+$71,184 · +272.74%
Total invested$26,100
Money-weighted (XIRR)+25.06%
Max drawdown-69.94%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$96,904after your settings in CUU.V
Profit
+$74,704+336.50% on money in
Annualised return
+20.08%Money-weighted (XIRR)
Deepest dip
-72.35%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-13.89% | +6.90% | +6.90% | +55.00% | +57.31% p.a. | +17.30% p.a. | +17.91% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +8.33% | 0.00% | -15.38% | -27.27% | +325.00% | -29.41% | -33.33% | +31.25% | +33.33% | +196.43% | -25.30% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,042 | +$842 | +8.25% |
| 2017 | $11,500 | $12,294 | +$794 | +6.91% |
| 2018 | $12,700 | $11,646 | -$1,054 | -8.30% |
| 2019 | $13,900 | $9,503 | -$4,397 | -31.63% |
| 2020 | $15,100 | $44,508 | +$29,408 | +194.76% |
| 2021 | $16,300 | $32,215 | +$15,915 | +97.64% |
| 2022 | $17,500 | $22,357 | +$4,857 | +27.76% |
| 2023 | $18,800 | $30,604 | +$11,804 | +62.79% |
| 2024 | $20,000 | $42,179 | +$22,179 | +110.89% |
| 2025 | $21,200 | $128,439 | +$107,239 | +505.84% |
| 2026 (YTD) | $22,200 | $96,904 | +$74,704 | +336.50% |
Best 12-month stretch
+771.43%May 2020 → May 2021
Worst 12-month stretch
-66.10%May 2021 → May 2022
Deepest drawdown
-73.77%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