Lump Sum10 years ago
$10,000 invested once
$65,220+$55,220 · +552.20%
Total invested$10,000
Annualised (CAGR)+20.70%
Max drawdown-77.76%
SIP · Monthly122 contributions
$100 every month
$98,610+$86,410 · +708.28%
Total invested$12,200
Money-weighted (XIRR)+39.46%
Max drawdown-68.84%
SIP · Biweekly261 contributions
$100 every two weeks
$211,735+$185,635 · +711.24%
Total invested$26,100
Money-weighted (XIRR)+39.64%
Max drawdown-68.83%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$163,829after your settings in DRX.TO
Profit
+$141,629+637.97% on money in
Annualised return
+27.41%Money-weighted (XIRR)
Deepest dip
-69.08%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+22.44% | -10.25% | +71.21% | +126.25% | +49.62% p.a. | +60.66% p.a. | +20.70% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.94% | -25.31% | -52.94% | +37.35% | +12.59% | +9.42% | +31.96% | +231.76% | +40.52% | -2.21% | +75.38% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,598 | +$398 | +3.90% |
| 2017 | $11,500 | $8,971 | -$2,529 | -21.99% |
| 2018 | $12,700 | $4,997 | -$7,703 | -60.66% |
| 2019 | $13,900 | $8,231 | -$5,669 | -40.79% |
| 2020 | $15,100 | $10,980 | -$4,120 | -27.28% |
| 2021 | $16,300 | $13,181 | -$3,119 | -19.14% |
| 2022 | $17,500 | $18,916 | +$1,416 | +8.09% |
| 2023 | $18,800 | $65,600 | +$46,800 | +248.94% |
| 2024 | $20,000 | $93,224 | +$73,224 | +366.12% |
| 2025 | $21,200 | $92,609 | +$71,409 | +336.84% |
| 2026 (YTD) | $22,200 | $163,829 | +$141,629 | +637.97% |
Best 12-month stretch
+601.50%Apr 2023 → Apr 2024
Worst 12-month stretch
-61.41%May 2024 → May 2025
Deepest drawdown
-77.76%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$896on $10,000, trailing 10 years