Lump Sum10 years ago
$10,000 invested once
$53,336+$43,336 · +433.36%
Total invested$10,000
Annualised (CAGR)+18.29%
Max drawdown-83.12%
SIP · Monthly122 contributions
$100 every month
$48,189+$35,989 · +294.99%
Total invested$12,200
Money-weighted (XIRR)+26.07%
Max drawdown-66.12%
SIP · Biweekly261 contributions
$100 every two weeks
$103,189+$77,089 · +295.36%
Total invested$26,100
Money-weighted (XIRR)+26.16%
Max drawdown-66.85%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$101,526after your settings in HBM.TO
Profit
+$79,326+357.32% on money in
Annualised return
+20.72%Money-weighted (XIRR)
Deepest dip
-78.96%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-18.30% | -2.45% | -7.24% | +38.99% | +72.44% p.a. | +29.32% p.a. | +18.29% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +29.95% | +45.05% | -39.10% | -24.75% | +76.62% | +3.05% | -25.13% | +6.88% | +68.26% | +125.85% | +11.55% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,207 | +$3,007 | +29.48% |
| 2017 | $11,500 | $20,775 | +$9,275 | +80.65% |
| 2018 | $12,700 | $13,766 | +$1,066 | +8.40% |
| 2019 | $13,900 | $11,367 | -$2,533 | -18.22% |
| 2020 | $15,100 | $22,629 | +$7,529 | +49.86% |
| 2021 | $16,300 | $24,573 | +$8,273 | +50.76% |
| 2022 | $17,500 | $19,592 | +$2,092 | +11.96% |
| 2023 | $18,800 | $22,315 | +$3,515 | +18.70% |
| 2024 | $20,000 | $38,895 | +$18,895 | +94.48% |
| 2025 | $21,200 | $90,180 | +$68,980 | +325.38% |
| 2026 (YTD) | $22,200 | $101,526 | +$79,326 | +357.32% |
Best 12-month stretch
+328.92%Mar 2020 → Mar 2021
Worst 12-month stretch
-77.60%Mar 2019 → Mar 2020
Deepest drawdown
-83.12%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$338on $10,000, trailing 10 years