Lump Sum10 years ago
$10,000 invested once
$59,608+$49,608 · +496.08%
Total invested$10,000
Annualised (CAGR)+19.62%
Max drawdown-72.38%
SIP · Monthly122 contributions
$100 every month
$35,853+$23,653 · +193.88%
Total invested$12,200
Money-weighted (XIRR)+20.57%
Max drawdown-48.79%
SIP · Biweekly261 contributions
$100 every two weeks
$75,880+$49,780 · +190.73%
Total invested$26,100
Money-weighted (XIRR)+20.43%
Max drawdown-48.77%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$95,461after your settings in DML.TO
Profit
+$73,261+330.01% on money in
Annualised return
+19.87%Money-weighted (XIRR)
Deepest dip
-63.73%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-18.93% | -25.85% | -41.54% | -22.84% | +12.81% p.a. | +7.71% p.a. | +19.62% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +37.25% | -1.43% | -2.90% | -20.90% | +58.49% | +107.14% | -10.92% | +49.68% | +30.17% | +37.09% | -26.57% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $13,964 | +$3,764 | +36.90% |
| 2017 | $11,500 | $15,119 | +$3,619 | +31.47% |
| 2018 | $12,700 | $15,921 | +$3,221 | +25.36% |
| 2019 | $13,900 | $13,597 | -$303 | -2.18% |
| 2020 | $15,100 | $23,549 | +$8,449 | +55.96% |
| 2021 | $16,300 | $50,176 | +$33,876 | +207.83% |
| 2022 | $17,500 | $45,825 | +$28,325 | +161.85% |
| 2023 | $18,800 | $70,279 | +$51,479 | +273.83% |
| 2024 | $20,000 | $92,803 | +$72,803 | +364.02% |
| 2025 | $21,200 | $129,070 | +$107,870 | +508.82% |
| 2026 (YTD) | $22,200 | $95,461 | +$73,261 | +330.01% |
Best 12-month stretch
+434.88%Oct 2020 → Oct 2021
Worst 12-month stretch
-57.35%Mar 2019 → Mar 2020
Deepest drawdown
-72.38%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