Lump Sum10 years ago
$10,000 invested once
$31,631+$21,631 · +216.31%
Total invested$10,000
Annualised (CAGR)+17.79%
Max drawdown-81.64%
SIP · Monthly86 contributions
$100 every month
$9,431+$831 · +9.67%
Total invested$8,600
Money-weighted (XIRR)+2.60%
Max drawdown-64.65%
SIP · Biweekly184 contributions
$100 every two weeks
$20,150+$1,750 · +9.51%
Total invested$18,400
Money-weighted (XIRR)+2.57%
Max drawdown-64.17%
Playground
How you invest
Growth of your contributions
You invest
$18,600
It would be worth
$41,063after your settings in DCBO.TO
Profit
+$22,463+120.77% on money in
Annualised return
+14.83%Money-weighted (XIRR)
Deepest dip
-78.95%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+32.67% | +57.29% | +72.48% | +9.15% | -5.96% p.a. | -14.26% p.a. | — |
Calendar-year returns
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|
| +24.47% | +388.49% | +2.56% | -47.28% | +43.03% | -0.17% | -51.80% | +39.82% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2019 | $10,300 | $12,782 | +$2,482 | +24.10% |
| 2020 | $11,500 | $66,301 | +$54,801 | +476.53% |
| 2021 | $12,800 | $69,485 | +$56,685 | +442.85% |
| 2022 | $14,000 | $37,821 | +$23,821 | +170.15% |
| 2023 | $15,200 | $55,545 | +$40,345 | +265.43% |
| 2024 | $16,400 | $56,714 | +$40,314 | +245.82% |
| 2025 | $17,600 | $28,262 | +$10,662 | +60.58% |
| 2026 (YTD) | $18,600 | $41,063 | +$22,463 | +120.77% |
Best 12-month stretch
+388.49%Dec 2019 → Dec 2020
Worst 12-month stretch
-66.42%Sep 2021 → Sep 2022
Deepest drawdown
-81.64%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