Lump Sum10 years ago
$10,000 invested once
$28,634+$18,634 · +186.34%
Total invested$10,000
Annualised (CAGR)+11.13%
Max drawdown-84.75%
SIP · Monthly122 contributions
$100 every month
$47,302+$35,102 · +287.72%
Total invested$12,200
Money-weighted (XIRR)+25.72%
Max drawdown-62.42%
SIP · Biweekly261 contributions
$100 every two weeks
$101,008+$74,908 · +287.00%
Total invested$26,100
Money-weighted (XIRR)+25.76%
Max drawdown-62.13%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$75,936after your settings in DLCG.TO
Profit
+$53,736+242.06% on money in
Annualised return
+16.73%Money-weighted (XIRR)
Deepest dip
-71.88%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-9.42% | -5.14% | -15.85% | -19.68% | +68.20% p.a. | +26.42% p.a. | +11.13% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.04% | -38.57% | -45.11% | +8.80% | +125.74% | +22.15% | -12.34% | -8.13% | +194.65% | +25.83% | -16.14% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,515 | +$1,315 | +12.89% |
| 2017 | $11,500 | $8,176 | -$3,324 | -28.90% |
| 2018 | $12,700 | $5,363 | -$7,337 | -57.77% |
| 2019 | $13,900 | $7,255 | -$6,645 | -47.81% |
| 2020 | $15,100 | $19,543 | +$4,443 | +29.42% |
| 2021 | $16,300 | $25,138 | +$8,838 | +54.22% |
| 2022 | $17,500 | $23,251 | +$5,751 | +32.86% |
| 2023 | $18,800 | $22,881 | +$4,081 | +21.71% |
| 2024 | $20,000 | $70,008 | +$50,008 | +250.04% |
| 2025 | $21,200 | $89,449 | +$68,249 | +321.93% |
| 2026 (YTD) | $22,200 | $75,936 | +$53,736 | +242.06% |
Best 12-month stretch
+608.33%Apr 2020 → Apr 2021
Worst 12-month stretch
-51.59%Apr 2018 → Apr 2019
Deepest drawdown
-84.75%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,099on $10,000, trailing 10 years