Lump Sum10 years ago
$10,000 invested once
$9,490-$510 · -5.10%
Total invested$10,000
Annualised (CAGR)-0.52%
Max drawdown-97.06%
SIP · Monthly122 contributions
$100 every month
$62,782+$50,582 · +414.61%
Total invested$12,200
Money-weighted (XIRR)+30.99%
Max drawdown-92.18%
SIP · Biweekly261 contributions
$100 every two weeks
$132,717+$106,617 · +408.49%
Total invested$26,100
Money-weighted (XIRR)+30.85%
Max drawdown-92.32%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$72,272after your settings in BSX.TO
Profit
+$50,072+225.55% on money in
Annualised return
+16.05%Money-weighted (XIRR)
Deepest dip
-93.75%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-23.77% | +1.09% | -32.61% | +190.63% | +150.12% p.a. | +9.19% p.a. | -0.52% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -30.61% | -41.18% | +2.50% | +26.83% | +86.54% | -39.18% | -84.75% | -44.44% | +80.00% | +544.44% | +60.34% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,105 | -$3,095 | -30.34% |
| 2017 | $11,500 | $5,043 | -$6,457 | -56.15% |
| 2018 | $12,700 | $6,995 | -$5,705 | -44.92% |
| 2019 | $13,900 | $10,774 | -$3,126 | -22.49% |
| 2020 | $15,100 | $21,700 | +$6,600 | +43.71% |
| 2021 | $16,300 | $14,173 | -$2,127 | -13.05% |
| 2022 | $17,500 | $2,488 | -$15,012 | -85.78% |
| 2023 | $18,800 | $2,379 | -$16,421 | -87.35% |
| 2024 | $20,000 | $6,457 | -$13,543 | -67.71% |
| 2025 | $21,200 | $44,536 | +$23,336 | +110.08% |
| 2026 (YTD) | $22,200 | $72,272 | +$50,072 | +225.55% |
Best 12-month stretch
+1250.00%Dec 2024 → Dec 2025
Worst 12-month stretch
-92.50%Mar 2022 → Mar 2023
Deepest drawdown
-97.06%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years