Lump Sum10 years ago
$10,000 invested once
$14,914+$4,914 · +49.14%
Total invested$10,000
Annualised (CAGR)+4.09%
Max drawdown-41.01%
SIP · Monthly122 contributions
$100 every month
$11,388-$812 · -6.65%
Total invested$12,200
Money-weighted (XIRR)-1.38%
Max drawdown-30.10%
SIP · Biweekly261 contributions
$100 every two weeks
$24,395-$1,705 · -6.53%
Total invested$26,100
Money-weighted (XIRR)-1.36%
Max drawdown-30.92%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$26,302after your settings in PBH.TO
Profit
+$4,102+18.48% on money in
Annualised return
+2.33%Money-weighted (XIRR)
Deepest dip
-38.82%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+2.02% | -16.71% | -10.83% | -20.99% | -2.80% p.a. | -8.21% p.a. | +4.09% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +6.24% | +52.30% | -23.20% | +19.46% | +14.21% | +28.07% | -32.90% | +17.98% | -10.18% | +31.10% | -26.31% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,834 | +$634 | +6.21% |
| 2017 | $11,500 | $18,046 | +$6,546 | +56.92% |
| 2018 | $12,700 | $14,809 | +$2,109 | +16.61% |
| 2019 | $13,900 | $18,983 | +$5,083 | +36.57% |
| 2020 | $15,100 | $23,021 | +$7,921 | +52.45% |
| 2021 | $16,300 | $30,745 | +$14,445 | +88.62% |
| 2022 | $17,500 | $21,659 | +$4,159 | +23.76% |
| 2023 | $18,800 | $26,828 | +$8,028 | +42.70% |
| 2024 | $20,000 | $25,214 | +$5,214 | +26.07% |
| 2025 | $21,200 | $34,522 | +$13,322 | +62.84% |
| 2026 (YTD) | $22,200 | $26,302 | +$4,102 | +18.48% |
Best 12-month stretch
+76.23%Mar 2020 → Mar 2021
Worst 12-month stretch
-40.70%Nov 2021 → Oct 2022
Deepest drawdown
-41.01%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,005on $10,000, trailing 10 years