Lump Sum10 years ago
$10,000 invested once
$69,618+$59,618 · +596.18%
Total invested$10,000
Annualised (CAGR)+21.50%
Max drawdown-48.70%
SIP · Monthly122 contributions
$100 every month
$45,107+$32,907 · +269.73%
Total invested$12,200
Money-weighted (XIRR)+24.84%
Max drawdown-47.75%
SIP · Biweekly261 contributions
$100 every two weeks
$96,668+$70,568 · +270.38%
Total invested$26,100
Money-weighted (XIRR)+24.94%
Max drawdown-47.69%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$114,724after your settings in VBNK.TO
Profit
+$92,524+416.78% on money in
Annualised return
+22.41%Money-weighted (XIRR)
Deepest dip
-48.35%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.61% | +17.30% | +30.97% | +98.17% | +47.97% p.a. | +18.10% p.a. | +21.50% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.79% | +19.02% | +19.23% | +5.75% | +19.76% | +70.95% | -32.29% | +45.24% | +37.07% | +4.59% | +59.46% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,283 | +$83 | +0.81% |
| 2017 | $11,500 | $13,776 | +$2,276 | +19.79% |
| 2018 | $12,700 | $17,627 | +$4,927 | +38.79% |
| 2019 | $13,900 | $19,909 | +$6,009 | +43.23% |
| 2020 | $15,100 | $25,465 | +$10,365 | +68.65% |
| 2021 | $16,300 | $44,820 | +$28,520 | +174.97% |
| 2022 | $17,500 | $31,456 | +$13,956 | +79.75% |
| 2023 | $18,800 | $47,501 | +$28,701 | +152.67% |
| 2024 | $20,000 | $66,567 | +$46,567 | +232.83% |
| 2025 | $21,200 | $71,122 | +$49,922 | +235.48% |
| 2026 (YTD) | $22,200 | $114,724 | +$92,524 | +416.78% |
Best 12-month stretch
+208.16%Mar 2020 → Mar 2021
Worst 12-month stretch
-44.42%Nov 2021 → Nov 2022
Deepest drawdown
-48.70%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,601on $10,000, trailing 10 years