Lump Sum10 years ago
$10,000 invested once
$35,631+$25,631 · +256.31%
Total invested$10,000
Annualised (CAGR)+13.60%
Max drawdown-37.78%
SIP · Monthly122 contributions
$100 every month
$23,963+$11,763 · +96.42%
Total invested$12,200
Money-weighted (XIRR)+13.04%
Max drawdown-36.26%
SIP · Biweekly261 contributions
$100 every two weeks
$51,254+$25,154 · +96.38%
Total invested$26,100
Money-weighted (XIRR)+13.07%
Max drawdown-36.57%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$59,595after your settings in BN.TO
Profit
+$37,395+168.44% on money in
Annualised return
+13.43%Money-weighted (XIRR)
Deepest dip
-37.37%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.96% | -9.36% | -14.21% | -17.25% | +26.36% p.a. | +6.59% p.a. | +13.60% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.39% | +24.85% | -2.01% | +44.07% | +6.36% | +46.65% | -30.25% | +25.88% | +58.16% | +15.84% | -16.61% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $9,859 | -$341 | -3.34% |
| 2017 | $11,500 | $13,740 | +$2,240 | +19.48% |
| 2018 | $12,700 | $14,670 | +$1,970 | +15.51% |
| 2019 | $13,900 | $22,521 | +$8,621 | +62.02% |
| 2020 | $15,100 | $25,314 | +$10,214 | +67.64% |
| 2021 | $16,300 | $38,599 | +$22,299 | +136.80% |
| 2022 | $17,500 | $27,928 | +$10,428 | +59.59% |
| 2023 | $18,800 | $36,686 | +$17,886 | +95.14% |
| 2024 | $20,000 | $59,604 | +$39,604 | +198.02% |
| 2025 | $21,200 | $70,385 | +$49,185 | +232.00% |
| 2026 (YTD) | $22,200 | $59,595 | +$37,395 | +168.44% |
Best 12-month stretch
+90.79%Oct 2020 → Oct 2021
Worst 12-month stretch
-30.27%Mar 2022 → Mar 2023
Deepest drawdown
-37.78%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,876on $10,000, trailing 10 years