Lump Sum10 years ago
$10,000 invested once
$11,587+$1,587 · +15.87%
Total invested$10,000
Annualised (CAGR)+1.49%
Max drawdown-98.73%
SIP · Monthly122 contributions
$100 every month
$77,985+$65,785 · +539.22%
Total invested$12,200
Money-weighted (XIRR)+35.04%
Max drawdown-78.86%
SIP · Biweekly261 contributions
$100 every two weeks
$169,906+$143,806 · +550.98%
Total invested$26,100
Money-weighted (XIRR)+35.48%
Max drawdown-81.25%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$89,571after your settings in OBE.TO
Profit
+$67,371+303.47% on money in
Annualised return
+18.99%Money-weighted (XIRR)
Deepest dip
-95.68%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+11.65% | +12.99% | -8.71% | +99.64% | +13.38% p.a. | +28.69% p.a. | +1.49% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.94% | -34.18% | -55.77% | -79.09% | -13.86% | +498.85% | +72.36% | +0.11% | -5.67% | +1.77% | +95.48% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,607 | +$1,407 | +13.79% |
| 2017 | $11,500 | $8,832 | -$2,668 | -23.20% |
| 2018 | $12,700 | $4,685 | -$8,015 | -63.11% |
| 2019 | $13,900 | $1,833 | -$12,067 | -86.81% |
| 2020 | $15,100 | $3,650 | -$11,450 | -75.83% |
| 2021 | $16,300 | $24,454 | +$8,154 | +50.03% |
| 2022 | $17,500 | $43,217 | +$25,717 | +146.95% |
| 2023 | $18,800 | $44,523 | +$25,723 | +136.82% |
| 2024 | $20,000 | $43,094 | +$23,094 | +115.47% |
| 2025 | $21,200 | $45,172 | +$23,972 | +113.07% |
| 2026 (YTD) | $22,200 | $89,571 | +$67,371 | +303.47% |
Best 12-month stretch
+1072.50%Nov 2020 → Nov 2021
Worst 12-month stretch
-90.91%Apr 2019 → Apr 2020
Deepest drawdown
-98.73%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years