Lump Sum10 years ago
$10,000 invested once
$11,755+$1,755 · +17.55%
Total invested$10,000
Annualised (CAGR)+1.64%
Max drawdown-67.49%
SIP · Monthly122 contributions
$100 every month
$13,348+$1,148 · +9.41%
Total invested$12,200
Money-weighted (XIRR)+1.79%
Max drawdown-43.88%
SIP · Biweekly261 contributions
$100 every two weeks
$28,629+$2,529 · +9.69%
Total invested$26,100
Money-weighted (XIRR)+1.84%
Max drawdown-43.96%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$25,102after your settings in GBT.TO
Profit
+$2,902+13.07% on money in
Annualised return
+1.69%Money-weighted (XIRR)
Deepest dip
-59.86%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-5.77% | -3.16% | -5.11% | -1.15% | +3.20% p.a. | +1.02% p.a. | +1.64% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.32% | +27.30% | -15.10% | -23.31% | +22.64% | +29.39% | -12.39% | -4.32% | +7.76% | +1.10% | -3.41% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,336 | +$136 | +1.33% |
| 2017 | $11,500 | $14,846 | +$3,346 | +29.10% |
| 2018 | $12,700 | $13,715 | +$1,015 | +7.99% |
| 2019 | $13,900 | $11,554 | -$2,346 | -16.88% |
| 2020 | $15,100 | $15,929 | +$829 | +5.49% |
| 2021 | $16,300 | $22,001 | +$5,701 | +34.98% |
| 2022 | $17,500 | $20,414 | +$2,914 | +16.65% |
| 2023 | $18,800 | $20,719 | +$1,919 | +10.21% |
| 2024 | $20,000 | $23,514 | +$3,514 | +17.57% |
| 2025 | $21,200 | $25,008 | +$3,808 | +17.96% |
| 2026 (YTD) | $22,200 | $25,102 | +$2,902 | +13.07% |
Best 12-month stretch
+137.17%May 2020 → May 2021
Worst 12-month stretch
-61.25%Apr 2019 → Mar 2020
Deepest drawdown
-67.49%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,383on $10,000, trailing 10 years