Lump Sum10 years ago
$10,000 invested once
$21,262+$11,262 · +112.62%
Total invested$10,000
Annualised (CAGR)+14.17%
Max drawdown-47.30%
SIP · Monthly70 contributions
$100 every month
$14,665+$7,665 · +109.51%
Total invested$7,000
Money-weighted (XIRR)+26.22%
Max drawdown-27.56%
SIP · Biweekly149 contributions
$100 every two weeks
$31,424+$16,524 · +110.90%
Total invested$14,900
Money-weighted (XIRR)+26.51%
Max drawdown-27.77%
Playground
How you invest
Growth of your contributions
You invest
$17,000
It would be worth
$35,927after your settings in DHT-UN.TO
Profit
+$18,927+111.34% on money in
Annualised return
+17.08%Money-weighted (XIRR)
Deepest dip
-40.64%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.12% | +6.85% | +13.96% | +26.50% | +24.23% p.a. | +26.09% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -41.68% | +23.07% | +81.10% | -3.78% | +43.99% | +18.07% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $11,100 | $6,715 | -$4,385 | -39.51% |
| 2022 | $12,300 | $9,581 | -$2,719 | -22.11% |
| 2023 | $13,600 | $19,169 | +$5,569 | +40.95% |
| 2024 | $14,800 | $19,470 | +$4,670 | +31.56% |
| 2025 | $16,000 | $29,499 | +$13,499 | +84.37% |
| 2026 (YTD) | $17,000 | $35,927 | +$18,927 | +111.34% |
Best 12-month stretch
+158.08%Mar 2023 → Mar 2024
Worst 12-month stretch
-47.12%Feb 2021 → Feb 2022
Deepest drawdown
-47.30%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,079on $10,000, trailing 10 years