Lump Sum10 years ago
$10,000 invested once
$55,984+$45,984 · +459.84%
Total invested$10,000
Annualised (CAGR)+18.87%
Max drawdown-56.62%
SIP · Monthly122 contributions
$100 every month
$32,047+$19,847 · +162.68%
Total invested$12,200
Money-weighted (XIRR)+18.48%
Max drawdown-52.87%
SIP · Biweekly261 contributions
$100 every two weeks
$68,477+$42,377 · +162.36%
Total invested$26,100
Money-weighted (XIRR)+18.51%
Max drawdown-52.58%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$88,031after your settings in EQB.TO
Profit
+$65,831+296.53% on money in
Annualised return
+18.75%Money-weighted (XIRR)
Deepest dip
-55.72%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-6.77% | -14.61% | -2.15% | +34.18% | +23.60% p.a. | +11.07% p.a. | +18.87% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +20.36% | +20.10% | -11.35% | +78.63% | -6.04% | +37.89% | -15.96% | +57.07% | +15.86% | +7.80% | +14.49% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,253 | +$2,053 | +20.13% |
| 2017 | $11,500 | $16,300 | +$4,800 | +41.74% |
| 2018 | $12,700 | $15,694 | +$2,994 | +23.57% |
| 2019 | $13,900 | $29,655 | +$15,755 | +113.35% |
| 2020 | $15,100 | $29,477 | +$14,377 | +95.21% |
| 2021 | $16,300 | $41,864 | +$25,564 | +156.83% |
| 2022 | $17,500 | $36,347 | +$18,847 | +107.70% |
| 2023 | $18,800 | $58,731 | +$39,931 | +212.40% |
| 2024 | $20,000 | $69,318 | +$49,318 | +246.59% |
| 2025 | $21,200 | $76,032 | +$54,832 | +258.64% |
| 2026 (YTD) | $22,200 | $88,031 | +$65,831 | +296.53% |
Best 12-month stretch
+186.23%May 2020 → May 2021
Worst 12-month stretch
-39.73%Nov 2021 → Oct 2022
Deepest drawdown
-56.62%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,674on $10,000, trailing 10 years