Lump Sum10 years ago
$10,000 invested once
$223,778+$213,778 · +2137.78%
Total invested$10,000
Annualised (CAGR)+36.60%
Max drawdown-80.00%
SIP · Monthly122 contributions
$100 every month
$172,459+$160,259 · +1313.60%
Total invested$12,200
Money-weighted (XIRR)+50.16%
Max drawdown-73.46%
SIP · Biweekly261 contributions
$100 every two weeks
$368,542+$342,442 · +1312.04%
Total invested$26,100
Money-weighted (XIRR)+50.29%
Max drawdown-73.22%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$396,236after your settings in DSV.TO
Profit
+$374,036+1684.85% on money in
Annualised return
+40.31%Money-weighted (XIRR)
Deepest dip
-76.61%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-19.57% | +16.55% | +8.05% | +98.23% | +157.58% p.a. | +41.75% p.a. | +36.60% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +11.11% | -2.00% | -59.18% | +225.00% | +201.54% | +6.12% | -34.13% | -44.53% | +6.58% | +939.51% | +19.60% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,322 | +$1,122 | +11.00% |
| 2017 | $11,500 | $12,144 | +$644 | +5.60% |
| 2018 | $12,700 | $5,770 | -$6,930 | -54.56% |
| 2019 | $13,900 | $21,399 | +$7,499 | +53.95% |
| 2020 | $15,100 | $67,293 | +$52,193 | +345.65% |
| 2021 | $16,300 | $72,669 | +$56,369 | +345.83% |
| 2022 | $17,500 | $49,100 | +$31,600 | +180.57% |
| 2023 | $18,800 | $28,313 | +$9,513 | +50.60% |
| 2024 | $20,000 | $31,428 | +$11,428 | +57.14% |
| 2025 | $21,200 | $330,428 | +$309,228 | +1458.62% |
| 2026 (YTD) | $22,200 | $396,236 | +$374,036 | +1684.85% |
Best 12-month stretch
+1136.62%Dec 2024 → Dec 2025
Worst 12-month stretch
-68.06%Nov 2017 → Nov 2018
Deepest drawdown
-80.00%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years