Lump Sum10 years ago
$10,000 invested once
$13,312+$3,312 · +33.12%
Total invested$10,000
Annualised (CAGR)+2.91%
Max drawdown-83.41%
SIP · Monthly122 contributions
$100 every month
$20,812+$8,612 · +70.59%
Total invested$12,200
Money-weighted (XIRR)+10.38%
Max drawdown-65.12%
SIP · Biweekly261 contributions
$100 every two weeks
$44,843+$18,743 · +71.81%
Total invested$26,100
Money-weighted (XIRR)+10.54%
Max drawdown-64.85%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$34,124after your settings in BB.TO
Profit
+$11,924+53.71% on money in
Annualised return
+5.88%Money-weighted (XIRR)
Deepest dip
-76.59%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+7.69% | +3.49% | +80.06% | +86.53% | +38.36% p.a. | -1.40% p.a. | +2.91% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.28% | +51.95% | -31.13% | -13.13% | +0.48% | +40.05% | -62.69% | +6.58% | +13.62% | -2.25% | +138.70% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,060 | -$140 | -1.37% |
| 2017 | $11,500 | $16,832 | +$5,332 | +46.36% |
| 2018 | $12,700 | $12,465 | -$235 | -1.85% |
| 2019 | $13,900 | $11,869 | -$2,031 | -14.61% |
| 2020 | $15,100 | $13,440 | -$1,660 | -10.99% |
| 2021 | $16,300 | $19,932 | +$3,632 | +22.28% |
| 2022 | $17,500 | $8,135 | -$9,365 | -53.52% |
| 2023 | $18,800 | $9,714 | -$9,086 | -48.33% |
| 2024 | $20,000 | $12,804 | -$7,196 | -35.98% |
| 2025 | $21,200 | $13,624 | -$7,576 | -35.73% |
| 2026 (YTD) | $22,200 | $34,124 | +$11,924 | +53.71% |
Best 12-month stretch
+182.34%Mar 2020 → Mar 2021
Worst 12-month stretch
-63.50%Apr 2019 → Mar 2020
Deepest drawdown
-83.41%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