Lump Sum10 years ago
$10,000 invested once
$49,403+$39,403 · +394.03%
Total invested$10,000
Annualised (CAGR)+17.39%
Max drawdown-81.18%
SIP · Monthly122 contributions
$100 every month
$68,746+$56,546 · +463.49%
Total invested$12,200
Money-weighted (XIRR)+32.68%
Max drawdown-47.01%
SIP · Biweekly261 contributions
$100 every two weeks
$147,194+$121,094 · +463.96%
Total invested$26,100
Money-weighted (XIRR)+32.79%
Max drawdown-46.38%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$118,149after your settings in BDI.TO
Profit
+$95,949+432.20% on money in
Annualised return
+22.82%Money-weighted (XIRR)
Deepest dip
-68.39%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-3.84% | -1.46% | +5.39% | +27.00% | +45.96% p.a. | +34.70% p.a. | +17.39% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +6.49% | -44.51% | -8.37% | -3.65% | +28.91% | +63.76% | +10.69% | +71.38% | +16.94% | +59.40% | +26.87% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,865 | +$665 | +6.52% |
| 2017 | $11,500 | $7,193 | -$4,307 | -37.45% |
| 2018 | $12,700 | $7,539 | -$5,161 | -40.64% |
| 2019 | $13,900 | $8,594 | -$5,306 | -38.17% |
| 2020 | $15,100 | $13,157 | -$1,943 | -12.86% |
| 2021 | $16,300 | $22,941 | +$6,641 | +40.74% |
| 2022 | $17,500 | $26,773 | +$9,273 | +52.99% |
| 2023 | $18,800 | $47,534 | +$28,734 | +152.84% |
| 2024 | $20,000 | $56,852 | +$36,852 | +184.26% |
| 2025 | $21,200 | $92,299 | +$71,099 | +335.37% |
| 2026 (YTD) | $22,200 | $118,149 | +$95,949 | +432.20% |
Best 12-month stretch
+253.00%Mar 2020 → Mar 2021
Worst 12-month stretch
-56.96%Oct 2018 → Sep 2019
Deepest drawdown
-81.18%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,898on $10,000, trailing 10 years