Lump Sum10 years ago
$10,000 invested once
$73,384+$63,384 · +633.84%
Total invested$10,000
Annualised (CAGR)+22.14%
Max drawdown-94.82%
SIP · Monthly122 contributions
$100 every month
$98,185+$85,985 · +704.79%
Total invested$12,200
Money-weighted (XIRR)+39.38%
Max drawdown-81.57%
SIP · Biweekly261 contributions
$100 every two weeks
$209,365+$183,265 · +702.17%
Total invested$26,100
Money-weighted (XIRR)+39.43%
Max drawdown-81.28%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$171,569after your settings in BBD-B.TO
Profit
+$149,369+672.83% on money in
Annualised return
+28.07%Money-weighted (XIRR)
Deepest dip
-92.54%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.33% | -10.83% | +34.69% | +67.75% | +97.43% p.a. | +45.88% p.a. | +22.14% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +21.35% | +40.28% | -26.73% | -12.61% | -75.26% | +250.00% | +24.45% | +1.80% | +88.12% | +140.45% | +35.68% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,370 | +$2,170 | +21.27% |
| 2017 | $11,500 | $18,956 | +$7,456 | +64.84% |
| 2018 | $12,700 | $14,642 | +$1,942 | +15.29% |
| 2019 | $13,900 | $13,935 | +$35 | +0.25% |
| 2020 | $15,100 | $4,699 | -$10,401 | -68.88% |
| 2021 | $16,300 | $18,336 | +$2,036 | +12.49% |
| 2022 | $17,500 | $24,757 | +$7,257 | +41.47% |
| 2023 | $18,800 | $26,425 | +$7,625 | +40.56% |
| 2024 | $20,000 | $51,271 | +$31,271 | +156.36% |
| 2025 | $21,200 | $125,633 | +$104,433 | +492.61% |
| 2026 (YTD) | $22,200 | $171,569 | +$149,369 | +672.83% |
Best 12-month stretch
+610.71%Oct 2020 → Oct 2021
Worst 12-month stretch
-86.41%Nov 2019 → Nov 2020
Deepest drawdown
-94.82%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