Lump Sum10 years ago
$10,000 invested once
$16,600+$6,600 · +66.00%
Total invested$10,000
Annualised (CAGR)+13.91%
Max drawdown-30.01%
SIP · Monthly48 contributions
$100 every month
$5,801+$1,001 · +20.85%
Total invested$4,800
Money-weighted (XIRR)+9.82%
Max drawdown-23.57%
SIP · Biweekly102 contributions
$100 every two weeks
$12,440+$2,240 · +21.96%
Total invested$10,200
Money-weighted (XIRR)+10.33%
Max drawdown-22.79%
Playground
How you invest
Growth of your contributions
You invest
$14,800
It would be worth
$22,401after your settings in BAM.TO
Profit
+$7,601+51.36% on money in
Annualised return
+13.22%Money-weighted (XIRR)
Deepest dip
-27.88%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+4.44% | +1.82% | +3.45% | -10.05% | +22.23% p.a. | — | — |
Calendar-year returns
| 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|
| -14.64% | +42.64% | +53.75% | -4.17% | -7.47% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2022 | $10,100 | $8,621 | -$1,479 | -14.64% |
| 2023 | $11,400 | $13,872 | +$2,472 | +21.68% |
| 2024 | $12,600 | $22,936 | +$10,336 | +82.03% |
| 2025 | $13,800 | $23,130 | +$9,330 | +67.61% |
| 2026 (YTD) | $14,800 | $22,401 | +$7,601 | +51.36% |
Best 12-month stretch
+90.25%Nov 2023 → Nov 2024
Worst 12-month stretch
-21.58%Jul 2025 → Jul 2026
Deepest drawdown
-30.01%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,837on $10,000, trailing 10 years