Lump Sum10 years ago
$10,000 invested once
$44,929+$34,929 · +349.29%
Total invested$10,000
Annualised (CAGR)+16.27%
Max drawdown-29.94%
SIP · Monthly122 contributions
$100 every month
$30,579+$18,379 · +150.65%
Total invested$12,200
Money-weighted (XIRR)+17.61%
Max drawdown-20.38%
SIP · Biweekly261 contributions
$100 every two weeks
$65,315+$39,215 · +150.25%
Total invested$26,100
Money-weighted (XIRR)+17.63%
Max drawdown-20.49%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$75,509after your settings in QBR-A.TO
Profit
+$53,309+240.13% on money in
Annualised return
+16.65%Money-weighted (XIRR)
Deepest dip
-24.43%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.93% | -3.48% | +18.40% | +50.15% | +34.33% p.a. | +19.66% p.a. | +16.27% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.85% | +27.06% | +23.30% | +15.43% | +2.07% | -8.61% | +8.94% | +17.49% | +0.42% | +62.79% | +26.21% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,288 | +$88 | +0.86% |
| 2017 | $11,500 | $14,496 | +$2,996 | +26.06% |
| 2018 | $12,700 | $19,228 | +$6,528 | +51.40% |
| 2019 | $13,900 | $23,464 | +$9,564 | +68.81% |
| 2020 | $15,100 | $25,207 | +$10,107 | +66.94% |
| 2021 | $16,300 | $24,142 | +$7,842 | +48.11% |
| 2022 | $17,500 | $27,610 | +$10,110 | +57.77% |
| 2023 | $18,800 | $33,840 | +$15,040 | +80.00% |
| 2024 | $20,000 | $35,256 | +$15,256 | +76.28% |
| 2025 | $21,200 | $58,976 | +$37,776 | +178.19% |
| 2026 (YTD) | $22,200 | $75,509 | +$53,309 | +240.13% |
Best 12-month stretch
+87.84%Aug 2025 → Aug 2026
Worst 12-month stretch
-19.39%Oct 2021 → Oct 2022
Deepest drawdown
-29.94%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,833on $10,000, trailing 10 years