Lump Sum10 years ago
$10,000 invested once
$16,686+$6,686 · +66.86%
Total invested$10,000
Annualised (CAGR)+5.27%
Max drawdown-95.59%
SIP · Monthly122 contributions
$100 every month
$44,246+$32,046 · +262.67%
Total invested$12,200
Money-weighted (XIRR)+24.48%
Max drawdown-81.36%
SIP · Biweekly261 contributions
$100 every two weeks
$93,518+$67,418 · +258.31%
Total invested$26,100
Money-weighted (XIRR)+24.32%
Max drawdown-82.77%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$60,933after your settings in BTE.TO
Profit
+$38,733+174.47% on money in
Annualised return
+13.73%Money-weighted (XIRR)
Deepest dip
-92.40%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+19.60% | +26.69% | +23.69% | +134.09% | +10.95% p.a. | +14.81% p.a. | +5.27% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +32.53% | -42.53% | -32.89% | -22.92% | -64.62% | +466.67% | +55.50% | -27.29% | -11.05% | +22.63% | +71.27% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,487 | +$3,287 | +32.23% |
| 2017 | $11,500 | $8,972 | -$2,528 | -21.99% |
| 2018 | $12,700 | $6,891 | -$5,809 | -45.74% |
| 2019 | $13,900 | $6,495 | -$7,405 | -53.28% |
| 2020 | $15,100 | $3,763 | -$11,337 | -75.08% |
| 2021 | $16,300 | $23,992 | +$7,692 | +47.19% |
| 2022 | $17,500 | $38,516 | +$21,016 | +120.09% |
| 2023 | $18,800 | $29,101 | +$10,301 | +54.79% |
| 2024 | $20,000 | $26,933 | +$6,933 | +34.67% |
| 2025 | $21,200 | $34,810 | +$13,610 | +64.20% |
| 2026 (YTD) | $22,200 | $60,933 | +$38,733 | +174.47% |
Best 12-month stretch
+937.50%Oct 2020 → Oct 2021
Worst 12-month stretch
-87.86%Apr 2019 → Apr 2020
Deepest drawdown
-95.59%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$604on $10,000, trailing 10 years