Lump Sum10 years ago
$10,000 invested once
$17,487+$7,487 · +74.87%
Total invested$10,000
Annualised (CAGR)+5.77%
Max drawdown-70.27%
SIP · Monthly122 contributions
$100 every month
$17,199+$4,999 · +40.97%
Total invested$12,200
Money-weighted (XIRR)+6.73%
Max drawdown-52.67%
SIP · Biweekly261 contributions
$100 every two weeks
$36,816+$10,716 · +41.06%
Total invested$26,100
Money-weighted (XIRR)+6.76%
Max drawdown-52.86%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$34,686after your settings in WFC.TO
Profit
+$12,486+56.24% on money in
Annualised return
+6.10%Money-weighted (XIRR)
Deepest dip
-63.93%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.09% | +15.73% | +37.50% | +55.54% | +7.23% p.a. | +10.69% p.a. | +5.77% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +11.45% | +28.57% | -0.61% | +53.52% | -48.54% | -19.31% | -4.39% | +64.43% | -12.45% | -3.56% | +45.14% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,364 | +$1,164 | +11.42% |
| 2017 | $11,500 | $16,155 | +$4,655 | +40.48% |
| 2018 | $12,700 | $17,175 | +$4,475 | +35.24% |
| 2019 | $13,900 | $28,079 | +$14,179 | +102.00% |
| 2020 | $15,100 | $15,446 | +$346 | +2.29% |
| 2021 | $16,300 | $13,463 | -$2,837 | -17.40% |
| 2022 | $17,500 | $14,096 | -$3,404 | -19.45% |
| 2023 | $18,800 | $24,599 | +$5,799 | +30.84% |
| 2024 | $20,000 | $22,530 | +$2,530 | +12.65% |
| 2025 | $21,200 | $23,073 | +$1,873 | +8.84% |
| 2026 (YTD) | $22,200 | $34,686 | +$12,486 | +56.24% |
Best 12-month stretch
+106.92%Jul 2022 → Jul 2023
Worst 12-month stretch
-52.90%Feb 2020 → Feb 2021
Deepest drawdown
-70.27%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,525on $10,000, trailing 10 years