Lump Sum10 years ago
$10,000 invested once
$21,631+$11,631 · +116.31%
Total invested$10,000
Annualised (CAGR)+8.05%
Max drawdown-73.60%
SIP · Monthly122 contributions
$100 every month
$10,321-$1,879 · -15.40%
Total invested$12,200
Money-weighted (XIRR)-3.39%
Max drawdown-68.54%
SIP · Biweekly261 contributions
$100 every two weeks
$22,073-$4,027 · -15.43%
Total invested$26,100
Money-weighted (XIRR)-3.40%
Max drawdown-68.87%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$31,951after your settings in PBL.TO
Profit
+$9,751+43.92% on money in
Annualised return
+4.98%Money-weighted (XIRR)
Deepest dip
-72.54%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.80% | -7.61% | -10.03% | -26.96% | -14.95% p.a. | -18.37% p.a. | +8.05% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.12% | +115.60% | +18.12% | -0.63% | +78.80% | +11.87% | -51.64% | +68.55% | -23.40% | -20.05% | -14.50% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,211 | +$11 | +0.11% |
| 2017 | $11,500 | $24,037 | +$12,537 | +109.02% |
| 2018 | $12,700 | $29,539 | +$16,839 | +132.59% |
| 2019 | $13,900 | $30,466 | +$16,566 | +119.18% |
| 2020 | $15,100 | $56,848 | +$41,748 | +276.47% |
| 2021 | $16,300 | $64,649 | +$48,349 | +296.62% |
| 2022 | $17,500 | $32,307 | +$14,807 | +84.61% |
| 2023 | $18,800 | $56,179 | +$37,379 | +198.83% |
| 2024 | $20,000 | $44,047 | +$24,047 | +120.23% |
| 2025 | $21,200 | $36,290 | +$15,090 | +71.18% |
| 2026 (YTD) | $22,200 | $31,951 | +$9,751 | +43.92% |
Best 12-month stretch
+327.56%Apr 2020 → Apr 2021
Worst 12-month stretch
-68.46%Nov 2021 → Oct 2022
Deepest drawdown
-73.60%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,983on $10,000, trailing 10 years