Lump Sum10 years ago
$10,000 invested once
$35,938+$25,938 · +259.38%
Total invested$10,000
Annualised (CAGR)+13.70%
Max drawdown-90.01%
SIP · Monthly122 contributions
$100 every month
$41,165+$28,965 · +237.42%
Total invested$12,200
Money-weighted (XIRR)+23.14%
Max drawdown-79.89%
SIP · Biweekly261 contributions
$100 every two weeks
$88,220+$62,120 · +238.01%
Total invested$26,100
Money-weighted (XIRR)+23.24%
Max drawdown-80.59%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$77,103after your settings in DXT.TO
Profit
+$54,903+247.31% on money in
Annualised return
+16.94%Money-weighted (XIRR)
Deepest dip
-88.31%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+10.13% | +10.95% | +53.21% | +73.41% | +54.42% p.a. | +20.65% p.a. | +13.70% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +25.36% | -17.11% | +31.28% | -34.81% | +11.11% | +38.38% | -31.71% | +11.09% | +46.92% | +52.11% | +55.03% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,762 | +$2,562 | +25.12% |
| 2017 | $11,500 | $11,899 | +$399 | +3.47% |
| 2018 | $12,700 | $16,686 | +$3,986 | +31.38% |
| 2019 | $13,900 | $11,904 | -$1,996 | -14.36% |
| 2020 | $15,100 | $15,561 | +$461 | +3.06% |
| 2021 | $16,300 | $23,063 | +$6,763 | +41.49% |
| 2022 | $17,500 | $16,830 | -$670 | -3.83% |
| 2023 | $18,800 | $20,078 | +$1,278 | +6.80% |
| 2024 | $20,000 | $31,114 | +$11,114 | +55.57% |
| 2025 | $21,200 | $48,885 | +$27,685 | +130.59% |
| 2026 (YTD) | $22,200 | $77,103 | +$54,903 | +247.31% |
Best 12-month stretch
+319.65%Mar 2020 → Mar 2021
Worst 12-month stretch
-85.16%Apr 2019 → Apr 2020
Deepest drawdown
-90.01%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,441on $10,000, trailing 10 years