Lump Sum10 years ago
$10,000 invested once
$19,683+$9,683 · +96.83%
Total invested$10,000
Annualised (CAGR)+7.03%
Max drawdown-46.33%
SIP · Monthly122 contributions
$100 every month
$17,910+$5,710 · +46.81%
Total invested$12,200
Money-weighted (XIRR)+7.51%
Max drawdown-44.12%
SIP · Biweekly261 contributions
$100 every two weeks
$38,370+$12,270 · +47.01%
Total invested$26,100
Money-weighted (XIRR)+7.56%
Max drawdown-43.69%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$37,593after your settings in BTB-UN.TO
Profit
+$15,393+69.34% on money in
Annualised return
+7.19%Money-weighted (XIRR)
Deepest dip
-45.42%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+2.05% | -1.95% | -2.04% | +1.94% | +18.03% p.a. | +6.23% p.a. | +7.03% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.06% | +12.35% | +3.76% | +29.21% | -24.59% | +24.45% | -3.12% | -11.94% | +28.95% | +28.70% | -3.62% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,410 | +$210 | +2.06% |
| 2017 | $11,500 | $13,038 | +$1,538 | +13.37% |
| 2018 | $12,700 | $14,712 | +$2,012 | +15.84% |
| 2019 | $13,900 | $20,358 | +$6,458 | +46.46% |
| 2020 | $15,100 | $16,636 | +$1,536 | +10.17% |
| 2021 | $16,300 | $21,959 | +$5,659 | +34.72% |
| 2022 | $17,500 | $22,484 | +$4,984 | +28.48% |
| 2023 | $18,800 | $21,019 | +$2,219 | +11.80% |
| 2024 | $20,000 | $28,417 | +$8,417 | +42.09% |
| 2025 | $21,200 | $37,984 | +$16,784 | +79.17% |
| 2026 (YTD) | $22,200 | $37,593 | +$15,393 | +69.34% |
Best 12-month stretch
+59.44%Sep 2020 → Sep 2021
Worst 12-month stretch
-35.70%Sep 2019 → Sep 2020
Deepest drawdown
-46.33%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$7,629on $10,000, trailing 10 years