Lump Sum10 years ago
$10,000 invested once
$14,190+$4,190 · +41.90%
Total invested$10,000
Annualised (CAGR)+3.57%
Max drawdown-48.29%
SIP · Monthly122 contributions
$100 every month
$17,565+$5,365 · +43.97%
Total invested$12,200
Money-weighted (XIRR)+7.14%
Max drawdown-38.36%
SIP · Biweekly261 contributions
$100 every two weeks
$37,601+$11,501 · +44.06%
Total invested$26,100
Money-weighted (XIRR)+7.17%
Max drawdown-37.68%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$31,755after your settings in LB.TO
Profit
+$9,555+43.04% on money in
Annualised return
+4.90%Money-weighted (XIRR)
Deepest dip
-39.51%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.57% | +1.55% | +2.84% | +30.26% | +24.26% p.a. | +5.23% p.a. | +3.57% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +18.35% | +2.23% | -25.80% | +19.15% | -25.14% | +33.93% | -15.45% | -9.82% | +11.76% | +47.71% | +5.12% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,056 | +$1,856 | +18.19% |
| 2017 | $11,500 | $13,643 | +$2,143 | +18.63% |
| 2018 | $12,700 | $11,209 | -$1,491 | -11.74% |
| 2019 | $13,900 | $14,600 | +$700 | +5.04% |
| 2020 | $15,100 | $12,199 | -$2,901 | -19.21% |
| 2021 | $16,300 | $17,581 | +$1,281 | +7.86% |
| 2022 | $17,500 | $15,932 | -$1,568 | -8.96% |
| 2023 | $18,800 | $15,526 | -$3,274 | -17.42% |
| 2024 | $20,000 | $18,685 | -$1,315 | -6.58% |
| 2025 | $21,200 | $29,233 | +$8,033 | +37.89% |
| 2026 (YTD) | $22,200 | $31,755 | +$9,555 | +43.04% |
Best 12-month stretch
+67.24%Jul 2020 → Jul 2021
Worst 12-month stretch
-38.90%Oct 2019 → Oct 2020
Deepest drawdown
-48.29%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,187on $10,000, trailing 10 years