Lump Sum10 years ago
$10,000 invested once
$601,429+$591,429 · +5914.29%
Total invested$10,000
Annualised (CAGR)+50.84%
Max drawdown-69.82%
SIP · Monthly122 contributions
$100 every month
$68,146+$55,946 · +458.57%
Total invested$12,200
Money-weighted (XIRR)+32.52%
Max drawdown-68.85%
SIP · Biweekly261 contributions
$100 every two weeks
$142,620+$116,520 · +446.44%
Total invested$26,100
Money-weighted (XIRR)+32.20%
Max drawdown-68.80%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$669,574after your settings in WELL.TO
Profit
+$647,374+2916.10% on money in
Annualised return
+48.39%Money-weighted (XIRR)
Deepest dip
-69.73%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-6.65% | +6.31% | -2.09% | -19.04% | +4.51% p.a. | -8.57% p.a. | +50.84% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +107.14% | +203.45% | +2.27% | +248.89% | +412.74% | -39.01% | -42.16% | +35.56% | +85.97% | -43.44% | +3.95% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $21,021 | +$10,821 | +106.09% |
| 2017 | $11,500 | $67,238 | +$55,738 | +484.68% |
| 2018 | $12,700 | $70,047 | +$57,347 | +451.55% |
| 2019 | $13,900 | $246,557 | +$232,657 | +1673.79% |
| 2020 | $15,100 | $1,267,583 | +$1,252,483 | +8294.59% |
| 2021 | $16,300 | $773,960 | +$757,660 | +4648.22% |
| 2022 | $17,500 | $448,608 | +$431,108 | +2463.47% |
| 2023 | $18,800 | $609,330 | +$590,530 | +3141.12% |
| 2024 | $20,000 | $1,135,161 | +$1,115,161 | +5575.81% |
| 2025 | $21,200 | $643,147 | +$621,947 | +2933.71% |
| 2026 (YTD) | $22,200 | $669,574 | +$647,374 | +2916.10% |
Best 12-month stretch
+541.98%Oct 2019 → Oct 2020
Worst 12-month stretch
-65.23%Jun 2021 → Jun 2022
Deepest drawdown
-69.82%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years