Lump Sum10 years ago
$10,000 invested once
$43,140+$33,140 · +331.40%
Total invested$10,000
Annualised (CAGR)+15.80%
Max drawdown-24.73%
SIP · Monthly122 contributions
$100 every month
$23,819+$11,619 · +95.24%
Total invested$12,200
Money-weighted (XIRR)+12.93%
Max drawdown-21.53%
SIP · Biweekly261 contributions
$100 every two weeks
$50,925+$24,825 · +95.11%
Total invested$26,100
Money-weighted (XIRR)+12.95%
Max drawdown-21.74%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$66,959after your settings in WCN.TO
Profit
+$44,759+201.62% on money in
Annualised return
+15.01%Money-weighted (XIRR)
Deepest dip
-22.99%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+18.53% | +9.31% | +15.58% | +6.42% | +14.61% p.a. | +10.01% p.a. | +15.80% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.84% | +27.96% | +14.22% | +20.93% | +10.53% | +33.02% | +4.86% | +11.09% | +25.72% | -2.54% | +9.90% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,791 | +$591 | +5.79% |
| 2017 | $11,500 | $15,229 | +$3,729 | +32.43% |
| 2018 | $12,700 | $18,638 | +$5,938 | +46.76% |
| 2019 | $13,900 | $23,742 | +$9,842 | +70.81% |
| 2020 | $15,100 | $27,451 | +$12,351 | +81.80% |
| 2021 | $16,300 | $37,911 | +$21,611 | +132.58% |
| 2022 | $17,500 | $41,006 | +$23,506 | +134.32% |
| 2023 | $18,800 | $46,944 | +$28,144 | +149.70% |
| 2024 | $20,000 | $60,274 | +$40,274 | +201.37% |
| 2025 | $21,200 | $59,867 | +$38,667 | +182.39% |
| 2026 (YTD) | $22,200 | $66,959 | +$44,759 | +201.62% |
Best 12-month stretch
+46.97%Nov 2023 → Nov 2024
Worst 12-month stretch
-23.25%May 2025 → May 2026
Deepest drawdown
-24.73%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,098on $10,000, trailing 10 years