Lump Sum10 years ago
$10,000 invested once
$32,137+$22,137 · +221.37%
Total invested$10,000
Annualised (CAGR)+13.41%
Max drawdown-45.81%
SIP · Monthly113 contributions
$100 every month
$19,750+$8,450 · +74.78%
Total invested$11,300
Money-weighted (XIRR)+11.64%
Max drawdown-32.11%
SIP · Biweekly243 contributions
$100 every two weeks
$42,333+$18,033 · +74.21%
Total invested$24,300
Money-weighted (XIRR)+11.65%
Max drawdown-31.75%
Playground
How you invest
Growth of your contributions
You invest
$21,300
It would be worth
$51,887after your settings in JWEL.TO
Profit
+$30,587+143.60% on money in
Annualised return
+12.91%Money-weighted (XIRR)
Deepest dip
-39.93%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.11% | +11.92% | +34.82% | +33.91% | +30.53% p.a. | +6.09% p.a. | — |
Calendar-year returns
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|
| +32.39% | -3.68% | +21.86% | +44.38% | +12.79% | -10.92% | -7.35% | +18.78% | -6.28% | +38.22% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2017 | $10,600 | $13,931 | +$3,331 | +31.42% |
| 2018 | $11,800 | $14,531 | +$2,731 | +23.14% |
| 2019 | $13,100 | $19,252 | +$6,152 | +46.96% |
| 2020 | $14,300 | $29,097 | +$14,797 | +103.47% |
| 2021 | $15,500 | $34,138 | +$18,638 | +120.25% |
| 2022 | $16,700 | $31,628 | +$14,928 | +89.39% |
| 2023 | $17,900 | $30,614 | +$12,714 | +71.03% |
| 2024 | $19,200 | $37,931 | +$18,731 | +97.56% |
| 2025 | $20,400 | $36,762 | +$16,362 | +80.21% |
| 2026 (YTD) | $21,300 | $51,887 | +$30,587 | +143.60% |
Best 12-month stretch
+89.34%Jul 2019 → Jul 2020
Worst 12-month stretch
-31.38%Aug 2022 → Aug 2023
Deepest drawdown
-45.81%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,322on $10,000, trailing 10 years