Lump Sum10 years ago
$10,000 invested once
$35,420+$25,420 · +254.20%
Total invested$10,000
Annualised (CAGR)+13.53%
Max drawdown-73.61%
SIP · Monthly122 contributions
$100 every month
$16,953+$4,753 · +38.96%
Total invested$12,200
Money-weighted (XIRR)+6.45%
Max drawdown-72.11%
SIP · Biweekly261 contributions
$100 every two weeks
$36,149+$10,049 · +38.50%
Total invested$26,100
Money-weighted (XIRR)+6.41%
Max drawdown-72.01%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$52,373after your settings in DOO.TO
Profit
+$30,173+135.91% on money in
Annualised return
+11.68%Money-weighted (XIRR)
Deepest dip
-73.33%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.98% | -4.16% | +5.39% | -12.56% | -3.52% p.a. | -4.79% p.a. | +13.53% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +14.73% | +64.99% | -19.57% | +60.70% | +42.33% | +32.39% | -6.18% | -7.49% | -21.42% | +35.21% | -16.68% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,688 | +$1,488 | +14.59% |
| 2017 | $11,500 | $20,995 | +$9,495 | +82.57% |
| 2018 | $12,700 | $17,744 | +$5,044 | +39.72% |
| 2019 | $13,900 | $30,101 | +$16,201 | +116.56% |
| 2020 | $15,100 | $44,842 | +$29,742 | +196.97% |
| 2021 | $16,300 | $60,658 | +$44,358 | +272.13% |
| 2022 | $17,500 | $58,242 | +$40,742 | +232.81% |
| 2023 | $18,800 | $55,080 | +$36,280 | +192.98% |
| 2024 | $20,000 | $44,341 | +$24,341 | +121.70% |
| 2025 | $21,200 | $61,723 | +$40,523 | +191.15% |
| 2026 (YTD) | $22,200 | $52,373 | +$30,173 | +135.91% |
Best 12-month stretch
+455.21%Mar 2020 → Mar 2021
Worst 12-month stretch
-52.38%Apr 2024 → Apr 2025
Deepest drawdown
-73.61%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,202on $10,000, trailing 10 years