Lump Sum10 years ago
$10,000 invested once
$217,154+$207,154 · +2071.54%
Total invested$10,000
Annualised (CAGR)+36.19%
Max drawdown-45.21%
SIP · Monthly122 contributions
$100 every month
$124,791+$112,591 · +922.88%
Total invested$12,200
Money-weighted (XIRR)+43.93%
Max drawdown-36.11%
SIP · Biweekly261 contributions
$100 every two weeks
$268,733+$242,633 · +929.63%
Total invested$26,100
Money-weighted (XIRR)+44.18%
Max drawdown-36.40%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$341,945after your settings in DPM.TO
Profit
+$319,745+1440.29% on money in
Annualised return
+38.10%Money-weighted (XIRR)
Deepest dip
-41.81%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-11.47% | +6.91% | +14.20% | +77.60% | +87.11% p.a. | +50.04% p.a. | +36.19% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -22.95% | +33.33% | +26.00% | +40.21% | +75.50% | -12.83% | -13.99% | +33.46% | +61.37% | +217.35% | +33.04% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,877 | -$2,323 | -22.78% |
| 2017 | $11,500 | $11,946 | +$446 | +3.88% |
| 2018 | $12,700 | $16,494 | +$3,794 | +29.87% |
| 2019 | $13,900 | $24,524 | +$10,624 | +76.43% |
| 2020 | $15,100 | $44,572 | +$29,472 | +195.18% |
| 2021 | $16,300 | $40,011 | +$23,711 | +145.46% |
| 2022 | $17,500 | $35,562 | +$18,062 | +103.21% |
| 2023 | $18,800 | $48,701 | +$29,901 | +159.05% |
| 2024 | $20,000 | $80,018 | +$60,018 | +300.09% |
| 2025 | $21,200 | $256,187 | +$234,987 | +1108.43% |
| 2026 (YTD) | $22,200 | $341,945 | +$319,745 | +1440.29% |
Best 12-month stretch
+251.28%Feb 2025 → Feb 2026
Worst 12-month stretch
-29.48%Nov 2021 → Nov 2022
Deepest drawdown
-45.21%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,479on $10,000, trailing 10 years