Lump Sum10 years ago
$10,000 invested once
$260,690+$250,690 · +2506.90%
Total invested$10,000
Annualised (CAGR)+44.87%
Max drawdown-91.46%
SIP · Monthly108 contributions
$100 every month
$219,777+$208,977 · +1934.97%
Total invested$10,800
Money-weighted (XIRR)+67.10%
Max drawdown-88.94%
SIP · Biweekly230 contributions
$100 every two weeks
$467,530+$444,530 · +1932.74%
Total invested$23,000
Money-weighted (XIRR)+67.20%
Max drawdown-88.77%
Playground
How you invest
Growth of your contributions
You invest
$20,800
It would be worth
$480,467after your settings in BZ.V
Profit
+$459,667+2209.94% on money in
Annualised return
+50.78%Money-weighted (XIRR)
Deepest dip
-90.53%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-28.00% | +11.18% | +80.86% | +152.00% | +126.05% p.a. | +43.27% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -48.28% | 0.00% | +1313.33% | -35.85% | -39.71% | -43.90% | +36.96% | +401.59% | +139.24% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $11,300 | $6,286 | -$5,014 | -44.37% |
| 2019 | $12,500 | $7,680 | -$4,820 | -38.56% |
| 2020 | $13,700 | $115,545 | +$101,845 | +743.40% |
| 2021 | $14,900 | $75,209 | +$60,309 | +404.76% |
| 2022 | $16,100 | $46,369 | +$30,269 | +188.01% |
| 2023 | $17,300 | $26,797 | +$9,497 | +54.90% |
| 2024 | $18,600 | $39,207 | +$20,607 | +110.79% |
| 2025 | $19,800 | $200,231 | +$180,431 | +911.27% |
| 2026 (YTD) | $20,800 | $480,467 | +$459,667 | +2209.94% |
Best 12-month stretch
+2240.00%Jan 2020 → Jan 2021
Worst 12-month stretch
-73.42%Aug 2023 → Aug 2024
Deepest drawdown
-91.46%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