Lump Sum10 years ago
$10,000 invested once
$42,311+$32,311 · +323.11%
Total invested$10,000
Annualised (CAGR)+15.57%
Max drawdown-50.64%
SIP · Monthly122 contributions
$100 every month
$29,158+$16,958 · +139.00%
Total invested$12,200
Money-weighted (XIRR)+16.72%
Max drawdown-42.91%
SIP · Biweekly261 contributions
$100 every two weeks
$62,468+$36,368 · +139.34%
Total invested$26,100
Money-weighted (XIRR)+16.79%
Max drawdown-43.39%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$71,470after your settings in DBM.TO
Profit
+$49,270+221.93% on money in
Annualised return
+15.90%Money-weighted (XIRR)
Deepest dip
-44.49%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-8.03% | -12.00% | +1.82% | +23.91% | +22.33% p.a. | +16.42% p.a. | +15.57% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +12.32% | +33.78% | -29.56% | +24.56% | +62.12% | +8.29% | -19.26% | +55.96% | +10.90% | +17.95% | +10.98% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,456 | +$1,256 | +12.31% |
| 2017 | $11,500 | $16,925 | +$5,425 | +47.17% |
| 2018 | $12,700 | $12,931 | +$231 | +1.82% |
| 2019 | $13,900 | $17,487 | +$3,587 | +25.81% |
| 2020 | $15,100 | $30,331 | +$15,231 | +100.86% |
| 2021 | $16,300 | $34,080 | +$17,780 | +109.08% |
| 2022 | $17,500 | $28,613 | +$11,113 | +63.51% |
| 2023 | $18,800 | $46,248 | +$27,448 | +146.00% |
| 2024 | $20,000 | $52,658 | +$32,658 | +163.29% |
| 2025 | $21,200 | $63,522 | +$42,322 | +199.63% |
| 2026 (YTD) | $22,200 | $71,470 | +$49,270 | +221.93% |
Best 12-month stretch
+267.55%Mar 2020 → Mar 2021
Worst 12-month stretch
-36.39%Mar 2019 → Mar 2020
Deepest drawdown
-50.64%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$10,128on $10,000, trailing 10 years