Lump Sum10 years ago
$10,000 invested once
$12,667+$2,667 · +26.67%
Total invested$10,000
Annualised (CAGR)+5.74%
Max drawdown-69.29%
SIP · Monthly52 contributions
$100 every month
$4,107-$1,093 · -21.01%
Total invested$5,200
Money-weighted (XIRR)-10.84%
Max drawdown-55.10%
SIP · Biweekly111 contributions
$100 every two weeks
$8,831-$2,269 · -20.44%
Total invested$11,100
Money-weighted (XIRR)-10.58%
Max drawdown-54.31%
Playground
How you invest
Growth of your contributions
You invest
$15,200
It would be worth
$16,774after your settings in BRVO.V
Profit
+$1,574+10.36% on money in
Annualised return
+2.82%Money-weighted (XIRR)
Deepest dip
-68.06%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-31.48% | -16.06% | -43.97% | -32.58% | -11.39% p.a. | — | — |
Calendar-year returns
| 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|
| +27.27% | +40.48% | -34.92% | +145.31% | -55.63% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2022 | $10,600 | $13,434 | +$2,834 | +26.74% |
| 2023 | $11,800 | $19,921 | +$8,121 | +68.83% |
| 2024 | $13,000 | $13,981 | +$981 | +7.55% |
| 2025 | $14,200 | $36,358 | +$22,158 | +156.04% |
| 2026 (YTD) | $15,200 | $16,774 | +$1,574 | +10.36% |
Best 12-month stretch
+197.59%Dec 2024 → Dec 2025
Worst 12-month stretch
-54.22%Mar 2023 → Mar 2024
Deepest drawdown
-69.29%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years