Lump Sum10 years ago
$10,000 invested once
$10,260+$260 · +2.60%
Total invested$10,000
Annualised (CAGR)+0.26%
Max drawdown-52.58%
SIP · Monthly122 contributions
$100 every month
$10,465-$1,735 · -14.22%
Total invested$12,200
Money-weighted (XIRR)-3.10%
Max drawdown-41.45%
SIP · Biweekly261 contributions
$100 every two weeks
$22,369-$3,731 · -14.29%
Total invested$26,100
Money-weighted (XIRR)-3.13%
Max drawdown-42.02%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$20,725after your settings in SPB.TO
Profit
-$1,475-6.65% on money in
Annualised return
-0.95%Money-weighted (XIRR)
Deepest dip
-44.48%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-3.06% | -15.87% | -6.83% | -12.01% | -5.79% p.a. | -8.54% p.a. | +0.26% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +11.19% | -1.22% | -10.75% | +32.96% | +4.18% | +12.31% | -7.87% | -7.94% | -30.61% | +16.64% | -1.98% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,331 | +$1,131 | +11.09% |
| 2017 | $11,500 | $12,490 | +$990 | +8.61% |
| 2018 | $12,700 | $12,177 | -$523 | -4.12% |
| 2019 | $13,900 | $17,471 | +$3,571 | +25.69% |
| 2020 | $15,100 | $19,616 | +$4,516 | +29.91% |
| 2021 | $16,300 | $23,142 | +$6,842 | +41.97% |
| 2022 | $17,500 | $22,546 | +$5,046 | +28.83% |
| 2023 | $18,800 | $22,034 | +$3,234 | +17.20% |
| 2024 | $20,000 | $16,250 | -$3,750 | -18.75% |
| 2025 | $21,200 | $20,169 | -$1,031 | -4.86% |
| 2026 (YTD) | $22,200 | $20,725 | -$1,475 | -6.65% |
Best 12-month stretch
+119.39%Mar 2020 → Mar 2021
Worst 12-month stretch
-36.19%Mar 2019 → Mar 2020
Deepest drawdown
-52.58%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,233on $10,000, trailing 10 years