Lump Sum10 years ago
$10,000 invested once
$17,466+$7,466 · +74.66%
Total invested$10,000
Annualised (CAGR)+5.76%
Max drawdown-61.81%
SIP · Monthly122 contributions
$100 every month
$18,209+$6,009 · +49.26%
Total invested$12,200
Money-weighted (XIRR)+7.83%
Max drawdown-59.79%
SIP · Biweekly261 contributions
$100 every two weeks
$38,947+$12,847 · +49.22%
Total invested$26,100
Money-weighted (XIRR)+7.84%
Max drawdown-60.46%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$35,675after your settings in BEI-UN.TO
Profit
+$13,475+60.70% on money in
Annualised return
+6.48%Money-weighted (XIRR)
Deepest dip
-61.22%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.27% | -4.12% | -6.25% | -2.05% | +2.12% p.a. | +5.90% p.a. | +5.76% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.94% | -6.75% | -10.81% | +24.73% | -23.88% | +66.35% | -7.71% | +47.04% | -6.75% | +4.45% | -2.27% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,500 | +$300 | +2.95% |
| 2017 | $11,500 | $11,079 | -$421 | -3.66% |
| 2018 | $12,700 | $10,894 | -$1,806 | -14.22% |
| 2019 | $13,900 | $14,895 | +$995 | +7.16% |
| 2020 | $15,100 | $12,703 | -$2,397 | -15.88% |
| 2021 | $16,300 | $22,694 | +$6,394 | +39.23% |
| 2022 | $17,500 | $22,141 | +$4,641 | +26.52% |
| 2023 | $18,800 | $34,066 | +$15,266 | +81.20% |
| 2024 | $20,000 | $32,828 | +$12,828 | +64.14% |
| 2025 | $21,200 | $35,508 | +$14,308 | +67.49% |
| 2026 (YTD) | $22,200 | $35,675 | +$13,475 | +60.70% |
Best 12-month stretch
+104.44%Oct 2020 → Oct 2021
Worst 12-month stretch
-50.81%Mar 2019 → Mar 2020
Deepest drawdown
-61.81%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,079on $10,000, trailing 10 years