Lump Sum10 years ago
$10,000 invested once
$44,863+$34,863 · +348.63%
Total invested$10,000
Annualised (CAGR)+16.26%
Max drawdown-42.66%
SIP · Monthly122 contributions
$100 every month
$39,384+$27,184 · +222.82%
Total invested$12,200
Money-weighted (XIRR)+22.32%
Max drawdown-37.58%
SIP · Biweekly261 contributions
$100 every two weeks
$84,369+$58,269 · +223.25%
Total invested$26,100
Money-weighted (XIRR)+22.41%
Max drawdown-36.77%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$84,247after your settings in GWO.TO
Profit
+$62,047+279.49% on money in
Annualised return
+18.15%Money-weighted (XIRR)
Deepest dip
-41.27%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-3.70% | -1.98% | +28.08% | +57.27% | +40.33% p.a. | +25.93% p.a. | +16.26% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.56% | +4.08% | -16.18% | +25.27% | -2.73% | +31.45% | -12.58% | +47.70% | +12.80% | +49.02% | +37.55% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,962 | +$762 | +7.47% |
| 2017 | $11,500 | $12,723 | +$1,223 | +10.63% |
| 2018 | $12,700 | $11,745 | -$955 | -7.52% |
| 2019 | $13,900 | $16,045 | +$2,145 | +15.43% |
| 2020 | $15,100 | $17,051 | +$1,951 | +12.92% |
| 2021 | $16,300 | $23,718 | +$7,418 | +45.51% |
| 2022 | $17,500 | $21,899 | +$4,399 | +25.14% |
| 2023 | $18,800 | $33,863 | +$15,063 | +80.12% |
| 2024 | $20,000 | $39,518 | +$19,518 | +97.59% |
| 2025 | $21,200 | $60,403 | +$39,203 | +184.92% |
| 2026 (YTD) | $22,200 | $84,247 | +$62,047 | +279.49% |
Best 12-month stretch
+97.45%May 2020 → May 2021
Worst 12-month stretch
-34.35%Apr 2019 → Apr 2020
Deepest drawdown
-42.66%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,841on $10,000, trailing 10 years