Lump Sum10 years ago
$10,000 invested once
$64,619+$54,619 · +546.19%
Total invested$10,000
Annualised (CAGR)+20.59%
Max drawdown-44.78%
SIP · Monthly122 contributions
$100 every month
$40,977+$28,777 · +235.88%
Total invested$12,200
Money-weighted (XIRR)+23.06%
Max drawdown-28.76%
SIP · Biweekly261 contributions
$100 every two weeks
$87,597+$61,497 · +235.62%
Total invested$26,100
Money-weighted (XIRR)+23.10%
Max drawdown-27.62%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$105,595after your settings in DOL.TO
Profit
+$83,395+375.65% on money in
Annualised return
+21.26%Money-weighted (XIRR)
Deepest dip
-40.94%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+13.08% | +12.40% | +22.39% | +11.95% | +30.59% p.a. | +30.45% p.a. | +20.59% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.11% | +60.22% | -39.30% | +42.99% | +15.47% | +22.47% | +25.45% | +20.96% | +49.04% | +45.65% | +0.87% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,086 | -$114 | -1.11% |
| 2017 | $11,500 | $17,836 | +$6,336 | +55.10% |
| 2018 | $12,700 | $11,679 | -$1,021 | -8.04% |
| 2019 | $13,900 | $17,963 | +$4,063 | +29.23% |
| 2020 | $15,100 | $22,084 | +$6,984 | +46.25% |
| 2021 | $16,300 | $28,429 | +$12,129 | +74.41% |
| 2022 | $17,500 | $36,958 | +$19,458 | +111.19% |
| 2023 | $18,800 | $46,137 | +$27,337 | +145.41% |
| 2024 | $20,000 | $70,141 | +$50,141 | +250.71% |
| 2025 | $21,200 | $103,579 | +$82,379 | +388.58% |
| 2026 (YTD) | $22,200 | $105,595 | +$83,395 | +375.65% |
Best 12-month stretch
+70.86%Jan 2017 → Jan 2018
Worst 12-month stretch
-39.84%Dec 2017 → Dec 2018
Deepest drawdown
-44.78%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$769on $10,000, trailing 10 years