Lump Sum10 years ago
$10,000 invested once
$28,268+$18,268 · +182.68%
Total invested$10,000
Annualised (CAGR)+10.99%
Max drawdown-45.10%
SIP · Monthly122 contributions
$100 every month
$19,222+$7,022 · +57.55%
Total invested$12,200
Money-weighted (XIRR)+8.86%
Max drawdown-37.58%
SIP · Biweekly261 contributions
$100 every two weeks
$41,102+$15,002 · +57.48%
Total invested$26,100
Money-weighted (XIRR)+8.88%
Max drawdown-37.14%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$47,489after your settings in BIP-UN.TO
Profit
+$25,289+113.92% on money in
Annualised return
+10.35%Money-weighted (XIRR)
Deepest dip
-42.74%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+5.50% | -9.48% | +6.55% | +12.04% | +25.09% p.a. | +4.84% p.a. | +10.99% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.46% | +30.14% | -10.60% | +39.87% | +9.97% | +25.94% | -15.98% | +3.18% | +14.95% | +5.87% | +12.73% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,755 | +$555 | +5.45% |
| 2017 | $11,500 | $15,437 | +$3,937 | +34.24% |
| 2018 | $12,700 | $14,966 | +$2,266 | +17.84% |
| 2019 | $13,900 | $22,292 | +$8,392 | +60.37% |
| 2020 | $15,100 | $25,819 | +$10,719 | +70.99% |
| 2021 | $16,300 | $33,881 | +$17,581 | +107.86% |
| 2022 | $17,500 | $29,469 | +$11,969 | +68.40% |
| 2023 | $18,800 | $31,674 | +$12,874 | +68.48% |
| 2024 | $20,000 | $37,734 | +$17,734 | +88.67% |
| 2025 | $21,200 | $41,233 | +$20,033 | +94.49% |
| 2026 (YTD) | $22,200 | $47,489 | +$25,289 | +113.92% |
Best 12-month stretch
+74.36%Oct 2023 → Oct 2024
Worst 12-month stretch
-38.42%Oct 2022 → Oct 2023
Deepest drawdown
-45.10%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,749on $10,000, trailing 10 years