Lump Sum10 years ago
$10,000 invested once
$33,838+$23,838 · +238.38%
Total invested$10,000
Annualised (CAGR)+13.01%
Max drawdown-91.35%
SIP · Monthly122 contributions
$100 every month
$54,263+$42,063 · +344.78%
Total invested$12,200
Money-weighted (XIRR)+28.27%
Max drawdown-79.64%
SIP · Biweekly261 contributions
$100 every two weeks
$114,210+$88,110 · +337.59%
Total invested$26,100
Money-weighted (XIRR)+28.05%
Max drawdown-80.88%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$88,101after your settings in WCP.TO
Profit
+$65,901+296.85% on money in
Annualised return
+18.76%Money-weighted (XIRR)
Deepest dip
-85.52%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+13.01% | +25.43% | +41.43% | +102.41% | +32.73% p.a. | +29.78% p.a. | +13.01% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +14.95% | -24.21% | -45.47% | +27.78% | -3.20% | +59.39% | +49.11% | -12.28% | +26.32% | +20.76% | +81.07% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,712 | +$1,512 | +14.83% |
| 2017 | $11,500 | $10,096 | -$1,404 | -12.21% |
| 2018 | $12,700 | $6,304 | -$6,396 | -50.36% |
| 2019 | $13,900 | $9,613 | -$4,287 | -30.84% |
| 2020 | $15,100 | $12,012 | -$3,088 | -20.45% |
| 2021 | $16,300 | $20,697 | +$4,397 | +26.97% |
| 2022 | $17,500 | $32,233 | +$14,733 | +84.19% |
| 2023 | $18,800 | $29,432 | +$10,632 | +56.55% |
| 2024 | $20,000 | $38,463 | +$18,463 | +92.31% |
| 2025 | $21,200 | $47,912 | +$26,712 | +126.00% |
| 2026 (YTD) | $22,200 | $88,101 | +$65,901 | +296.85% |
Best 12-month stretch
+561.98%Mar 2020 → Mar 2021
Worst 12-month stretch
-79.45%Mar 2019 → Mar 2020
Deepest drawdown
-91.35%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,160on $10,000, trailing 10 years