Lump Sum10 years ago
$10,000 invested once
$14,483+$4,483 · +44.83%
Total invested$10,000
Annualised (CAGR)+3.79%
Max drawdown-45.25%
SIP · Monthly122 contributions
$100 every month
$16,761+$4,561 · +37.39%
Total invested$12,200
Money-weighted (XIRR)+6.23%
Max drawdown-41.75%
SIP · Biweekly261 contributions
$100 every two weeks
$36,001+$9,901 · +37.94%
Total invested$26,100
Money-weighted (XIRR)+6.33%
Max drawdown-42.01%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$31,244after your settings in KBL.TO
Profit
+$9,044+40.74% on money in
Annualised return
+4.68%Money-weighted (XIRR)
Deepest dip
-44.25%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.20% | -12.24% | +8.07% | +11.19% | +13.79% p.a. | +5.90% p.a. | +3.79% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.90% | +1.02% | -14.31% | +27.87% | -4.70% | -9.53% | -17.02% | +25.67% | +16.69% | -2.98% | +21.36% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,802 | +$602 | +5.90% |
| 2017 | $11,500 | $12,264 | +$764 | +6.64% |
| 2018 | $12,700 | $11,643 | -$1,057 | -8.33% |
| 2019 | $13,900 | $16,226 | +$2,326 | +16.73% |
| 2020 | $15,100 | $16,961 | +$1,861 | +12.33% |
| 2021 | $16,300 | $16,383 | +$83 | +0.51% |
| 2022 | $17,500 | $14,652 | -$2,848 | -16.27% |
| 2023 | $18,800 | $19,808 | +$1,008 | +5.36% |
| 2024 | $20,000 | $24,415 | +$4,415 | +22.08% |
| 2025 | $21,200 | $24,885 | +$3,685 | +17.38% |
| 2026 (YTD) | $22,200 | $31,244 | +$9,044 | +40.74% |
Best 12-month stretch
+87.65%May 2020 → May 2021
Worst 12-month stretch
-34.18%May 2019 → May 2020
Deepest drawdown
-45.25%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,975on $10,000, trailing 10 years