Lump Sum10 years ago
$10,000 invested once
$61,771+$51,771 · +517.71%
Total invested$10,000
Annualised (CAGR)+20.05%
Max drawdown-54.28%
SIP · Monthly122 contributions
$100 every month
$43,949+$31,749 · +260.23%
Total invested$12,200
Money-weighted (XIRR)+24.36%
Max drawdown-44.99%
SIP · Biweekly261 contributions
$100 every two weeks
$94,017+$67,917 · +260.22%
Total invested$26,100
Money-weighted (XIRR)+24.42%
Max drawdown-43.76%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$105,719after your settings in BK.TO
Profit
+$83,519+376.21% on money in
Annualised return
+21.28%Money-weighted (XIRR)
Deepest dip
-48.12%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-8.38% | -11.62% | +17.43% | +48.58% | +47.86% p.a. | +26.35% p.a. | +20.05% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +18.79% | +21.80% | -21.03% | +12.04% | -3.24% | +72.81% | +10.89% | -8.06% | +30.08% | +74.67% | +24.58% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,100 | +$1,900 | +18.63% |
| 2017 | $11,500 | $16,224 | +$4,724 | +41.08% |
| 2018 | $12,700 | $13,829 | +$1,129 | +8.89% |
| 2019 | $13,900 | $16,690 | +$2,790 | +20.07% |
| 2020 | $15,100 | $17,726 | +$2,626 | +17.39% |
| 2021 | $16,300 | $32,157 | +$15,857 | +97.28% |
| 2022 | $17,500 | $36,903 | +$19,403 | +110.87% |
| 2023 | $18,800 | $35,132 | +$16,332 | +86.87% |
| 2024 | $20,000 | $47,067 | +$27,067 | +135.34% |
| 2025 | $21,200 | $84,006 | +$62,806 | +296.26% |
| 2026 (YTD) | $22,200 | $105,719 | +$83,519 | +376.21% |
Best 12-month stretch
+150.44%May 2020 → May 2021
Worst 12-month stretch
-48.00%May 2019 → May 2020
Deepest drawdown
-54.28%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$14,276on $10,000, trailing 10 years