Lump Sum10 years ago
$10,000 invested once
$35,181+$25,181 · +251.81%
Total invested$10,000
Annualised (CAGR)+13.45%
Max drawdown-56.61%
SIP · Monthly122 contributions
$100 every month
$31,596+$19,396 · +158.98%
Total invested$12,200
Money-weighted (XIRR)+18.22%
Max drawdown-47.58%
SIP · Biweekly261 contributions
$100 every two weeks
$67,699+$41,599 · +159.38%
Total invested$26,100
Money-weighted (XIRR)+18.30%
Max drawdown-47.98%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$66,777after your settings in BDGI.TO
Profit
+$44,577+200.80% on money in
Annualised return
+14.98%Money-weighted (XIRR)
Deepest dip
-54.45%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-8.46% | -14.36% | +32.50% | +20.86% | +35.64% p.a. | +21.95% p.a. | +13.45% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.59% | -14.08% | +19.87% | +11.63% | +10.08% | -14.96% | -14.16% | +56.02% | -10.06% | +105.83% | +16.06% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,575 | +$1,375 | +13.48% |
| 2017 | $11,500 | $11,180 | -$320 | -2.78% |
| 2018 | $12,700 | $14,792 | +$2,092 | +16.47% |
| 2019 | $13,900 | $17,557 | +$3,657 | +26.31% |
| 2020 | $15,100 | $20,783 | +$5,683 | +37.63% |
| 2021 | $16,300 | $18,727 | +$2,427 | +14.89% |
| 2022 | $17,500 | $17,174 | -$326 | -1.86% |
| 2023 | $18,800 | $28,446 | +$9,646 | +51.31% |
| 2024 | $20,000 | $26,647 | +$6,647 | +33.24% |
| 2025 | $21,200 | $56,623 | +$35,423 | +167.09% |
| 2026 (YTD) | $22,200 | $66,777 | +$44,577 | +200.80% |
Best 12-month stretch
+124.16%Jan 2025 → Jan 2026
Worst 12-month stretch
-47.21%Mar 2019 → Mar 2020
Deepest drawdown
-56.61%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,193on $10,000, trailing 10 years