Lump Sum10 years ago
$10,000 invested once
$28,941+$18,941 · +189.41%
Total invested$10,000
Annualised (CAGR)+11.25%
Max drawdown-50.50%
SIP · Monthly122 contributions
$100 every month
$19,177+$6,977 · +57.19%
Total invested$12,200
Money-weighted (XIRR)+8.82%
Max drawdown-34.88%
SIP · Biweekly261 contributions
$100 every two weeks
$40,915+$14,815 · +56.76%
Total invested$26,100
Money-weighted (XIRR)+8.79%
Max drawdown-34.85%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$48,119after your settings in BEP-UN.TO
Profit
+$25,919+116.75% on money in
Annualised return
+10.53%Money-weighted (XIRR)
Deepest dip
-46.10%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-0.50% | -13.83% | -13.16% | +0.61% | +14.91% p.a. | -0.73% p.a. | +11.25% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.71% | +16.22% | -9.83% | +70.85% | +77.60% | -15.50% | -22.12% | +5.35% | +0.44% | +19.39% | +6.59% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,477 | +$277 | +2.71% |
| 2017 | $11,500 | $13,588 | +$2,088 | +18.16% |
| 2018 | $12,700 | $13,433 | +$733 | +5.77% |
| 2019 | $13,900 | $24,538 | +$10,638 | +76.53% |
| 2020 | $15,100 | $45,320 | +$30,220 | +200.13% |
| 2021 | $16,300 | $39,415 | +$23,115 | +141.81% |
| 2022 | $17,500 | $31,627 | +$14,127 | +80.72% |
| 2023 | $18,800 | $34,592 | +$15,792 | +84.00% |
| 2024 | $20,000 | $35,955 | +$15,955 | +79.77% |
| 2025 | $21,200 | $44,290 | +$23,090 | +108.91% |
| 2026 (YTD) | $22,200 | $48,119 | +$25,919 | +116.75% |
Best 12-month stretch
+99.21%Feb 2019 → Feb 2020
Worst 12-month stretch
-33.60%Jan 2021 → Jan 2022
Deepest drawdown
-50.50%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$9,019on $10,000, trailing 10 years