Lump Sum10 years ago
$10,000 invested once
$15,434+$5,434 · +54.34%
Total invested$10,000
Annualised (CAGR)+4.45%
Max drawdown-64.66%
SIP · Monthly122 contributions
$100 every month
$12,160-$40 · -0.33%
Total invested$12,200
Money-weighted (XIRR)-0.07%
Max drawdown-57.92%
SIP · Biweekly261 contributions
$100 every two weeks
$26,058-$42 · -0.16%
Total invested$26,100
Money-weighted (XIRR)-0.03%
Max drawdown-57.99%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$27,594after your settings in DRM.TO
Profit
+$5,394+24.30% on money in
Annualised return
+2.99%Money-weighted (XIRR)
Deepest dip
-62.45%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.83% | -15.12% | -11.92% | -8.01% | +4.16% p.a. | -8.30% p.a. | +4.45% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.75% | +14.79% | -10.18% | +69.27% | -7.81% | +84.79% | -32.49% | -8.84% | +3.06% | -7.61% | -12.06% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,277 | +$77 | +0.75% |
| 2017 | $11,500 | $13,195 | +$1,695 | +14.74% |
| 2018 | $12,700 | $12,867 | +$167 | +1.32% |
| 2019 | $13,900 | $23,452 | +$9,552 | +68.72% |
| 2020 | $15,100 | $22,960 | +$7,860 | +52.05% |
| 2021 | $16,300 | $44,249 | +$27,949 | +171.47% |
| 2022 | $17,500 | $30,810 | +$13,310 | +76.06% |
| 2023 | $18,800 | $29,442 | +$10,642 | +56.60% |
| 2024 | $20,000 | $31,570 | +$11,570 | +57.85% |
| 2025 | $21,200 | $30,370 | +$9,170 | +43.25% |
| 2026 (YTD) | $22,200 | $27,594 | +$5,394 | +24.30% |
Best 12-month stretch
+121.71%Mar 2021 → Mar 2022
Worst 12-month stretch
-52.15%Mar 2022 → Mar 2023
Deepest drawdown
-64.66%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,671on $10,000, trailing 10 years