Lump Sum10 years ago
$10,000 invested once
$105,407+$95,407 · +954.07%
Total invested$10,000
Annualised (CAGR)+26.66%
Max drawdown-55.01%
SIP · Monthly122 contributions
$100 every month
$109,651+$97,451 · +798.78%
Total invested$12,200
Money-weighted (XIRR)+41.47%
Max drawdown-38.56%
SIP · Biweekly261 contributions
$100 every two weeks
$235,637+$209,537 · +802.82%
Total invested$26,100
Money-weighted (XIRR)+41.67%
Max drawdown-38.62%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$215,058after your settings in BDT.TO
Profit
+$192,858+868.73% on money in
Annualised return
+31.30%Money-weighted (XIRR)
Deepest dip
-40.48%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-12.67% | -2.06% | +47.33% | +130.78% | +94.83% p.a. | +52.39% p.a. | +26.66% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -10.40% | +16.80% | -40.85% | +31.07% | +21.86% | +28.13% | -12.91% | +85.30% | +93.40% | +11.35% | +139.41% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,149 | -$1,051 | -10.31% |
| 2017 | $11,500 | $12,152 | +$652 | +5.67% |
| 2018 | $12,700 | $8,112 | -$4,588 | -36.13% |
| 2019 | $13,900 | $12,018 | -$1,882 | -13.54% |
| 2020 | $15,100 | $16,210 | +$1,110 | +7.35% |
| 2021 | $16,300 | $22,054 | +$5,754 | +35.30% |
| 2022 | $17,500 | $20,519 | +$3,019 | +17.25% |
| 2023 | $18,800 | $40,020 | +$21,220 | +112.87% |
| 2024 | $20,000 | $78,878 | +$58,878 | +294.39% |
| 2025 | $21,200 | $89,243 | +$68,043 | +320.96% |
| 2026 (YTD) | $22,200 | $215,058 | +$192,858 | +868.73% |
Best 12-month stretch
+231.67%Jul 2023 → Jul 2024
Worst 12-month stretch
-44.76%Dec 2017 → Dec 2018
Deepest drawdown
-55.01%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,864on $10,000, trailing 10 years