Lump Sum10 years ago
$10,000 invested once
$158,824+$148,824 · +1488.24%
Total invested$10,000
Annualised (CAGR)+31.98%
Max drawdown-78.16%
SIP · Monthly122 contributions
$100 every month
$97,869+$85,669 · +702.20%
Total invested$12,200
Money-weighted (XIRR)+39.32%
Max drawdown-77.45%
SIP · Biweekly261 contributions
$100 every two weeks
$206,382+$180,282 · +690.74%
Total invested$26,100
Money-weighted (XIRR)+39.15%
Max drawdown-77.42%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$256,692after your settings in DBG.V
Profit
+$234,492+1056.27% on money in
Annualised return
+33.87%Money-weighted (XIRR)
Deepest dip
-77.92%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-18.67% | -34.15% | -49.25% | +62.65% | +37.59% p.a. | +38.64% p.a. | +31.98% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.88% | -33.33% | +83.33% | -13.64% | +168.42% | -5.88% | +58.33% | +57.89% | -40.83% | +178.87% | +36.36% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,823 | +$623 | +6.10% |
| 2017 | $11,500 | $8,441 | -$3,059 | -26.60% |
| 2018 | $12,700 | $16,932 | +$4,232 | +33.32% |
| 2019 | $13,900 | $15,723 | +$1,823 | +13.11% |
| 2020 | $15,100 | $44,675 | +$29,575 | +195.86% |
| 2021 | $16,300 | $42,798 | +$26,498 | +162.56% |
| 2022 | $17,500 | $69,164 | +$51,664 | +295.22% |
| 2023 | $18,800 | $110,899 | +$92,099 | +489.89% |
| 2024 | $20,000 | $66,661 | +$46,661 | +233.31% |
| 2025 | $21,200 | $187,713 | +$166,513 | +785.44% |
| 2026 (YTD) | $22,200 | $256,692 | +$234,492 | +1056.27% |
Best 12-month stretch
+816.67%Mar 2020 → Mar 2021
Worst 12-month stretch
-68.75%Jul 2021 → Jul 2022
Deepest drawdown
-78.16%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