Lump Sum10 years ago
$10,000 invested once
$23,000+$13,000 · +130.00%
Total invested$10,000
Annualised (CAGR)+8.72%
Max drawdown-87.06%
SIP · Monthly122 contributions
$100 every month
$54,222+$42,022 · +344.44%
Total invested$12,200
Money-weighted (XIRR)+28.26%
Max drawdown-81.88%
SIP · Biweekly261 contributions
$100 every two weeks
$116,938+$90,838 · +348.04%
Total invested$26,100
Money-weighted (XIRR)+28.49%
Max drawdown-81.67%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$77,222after your settings in CBR.V
Profit
+$55,022+247.84% on money in
Annualised return
+16.96%Money-weighted (XIRR)
Deepest dip
-84.36%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-28.57% | +7.48% | +30.68% | +98.28% | +112.96% p.a. | +26.60% p.a. | +8.72% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| 0.00% | -16.00% | -52.38% | -35.00% | +446.15% | -42.96% | -66.67% | +44.44% | +12.82% | +213.64% | +66.67% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,218 | +$18 | +0.17% |
| 2017 | $11,500 | $9,655 | -$1,845 | -16.05% |
| 2018 | $12,700 | $5,511 | -$7,189 | -56.61% |
| 2019 | $13,900 | $4,577 | -$9,323 | -67.08% |
| 2020 | $15,100 | $29,633 | +$14,533 | +96.24% |
| 2021 | $16,300 | $17,878 | +$1,578 | +9.68% |
| 2022 | $17,500 | $6,536 | -$10,964 | -62.65% |
| 2023 | $18,800 | $11,294 | -$7,506 | -39.93% |
| 2024 | $20,000 | $13,878 | -$6,122 | -30.61% |
| 2025 | $21,200 | $45,636 | +$24,436 | +115.26% |
| 2026 (YTD) | $22,200 | $77,222 | +$55,022 | +247.84% |
Best 12-month stretch
+750.00%Jan 2020 → Jan 2021
Worst 12-month stretch
-74.16%Mar 2022 → Mar 2023
Deepest drawdown
-87.06%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