Lump Sum10 years ago
$10,000 invested once
$97,311+$87,311 · +873.11%
Total invested$10,000
Annualised (CAGR)+25.65%
Max drawdown-62.55%
SIP · Monthly122 contributions
$100 every month
$55,641+$43,441 · +356.07%
Total invested$12,200
Money-weighted (XIRR)+28.74%
Max drawdown-59.68%
SIP · Biweekly261 contributions
$100 every two weeks
$118,323+$92,223 · +353.34%
Total invested$26,100
Money-weighted (XIRR)+28.71%
Max drawdown-59.62%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$152,952after your settings in WDO.TO
Profit
+$130,752+588.97% on money in
Annualised return
+26.44%Money-weighted (XIRR)
Deepest dip
-61.68%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-23.52% | +7.21% | +3.30% | +30.66% | +54.12% p.a. | +20.36% p.a. | +25.65% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -27.43% | +0.96% | +112.80% | +120.49% | +7.27% | +8.38% | -35.01% | +3.07% | +71.60% | +64.17% | +29.03% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $7,418 | -$2,782 | -27.27% |
| 2017 | $11,500 | $8,595 | -$2,905 | -25.26% |
| 2018 | $12,700 | $20,325 | +$7,625 | +60.04% |
| 2019 | $13,900 | $46,908 | +$33,008 | +237.47% |
| 2020 | $15,100 | $51,509 | +$36,409 | +241.12% |
| 2021 | $16,300 | $57,125 | +$40,825 | +250.46% |
| 2022 | $17,500 | $37,953 | +$20,453 | +116.87% |
| 2023 | $18,800 | $40,451 | +$21,651 | +115.17% |
| 2024 | $20,000 | $70,823 | +$50,823 | +254.12% |
| 2025 | $21,200 | $117,740 | +$96,540 | +455.38% |
| 2026 (YTD) | $22,200 | $152,952 | +$130,752 | +588.97% |
Best 12-month stretch
+189.26%May 2019 → May 2020
Worst 12-month stretch
-61.14%Mar 2022 → Mar 2023
Deepest drawdown
-62.55%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$108on $10,000, trailing 10 years