Lump Sum10 years ago
$10,000 invested once
$24,273+$14,273 · +142.73%
Total invested$10,000
Annualised (CAGR)+9.31%
Max drawdown-73.71%
SIP · Monthly122 contributions
$100 every month
$16,368+$4,168 · +34.16%
Total invested$12,200
Money-weighted (XIRR)+5.77%
Max drawdown-57.41%
SIP · Biweekly261 contributions
$100 every two weeks
$34,998+$8,898 · +34.09%
Total invested$26,100
Money-weighted (XIRR)+5.78%
Max drawdown-57.83%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$40,641after your settings in WFG.TO
Profit
+$18,441+83.07% on money in
Annualised return
+8.24%Money-weighted (XIRR)
Deepest dip
-69.90%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-3.11% | +5.03% | +10.05% | +8.13% | +4.08% p.a. | +1.31% p.a. | +9.31% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +4.68% | +62.43% | -12.81% | -18.18% | +53.59% | +49.07% | -17.80% | +17.78% | +13.05% | -30.42% | +14.77% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,668 | +$468 | +4.59% |
| 2017 | $11,500 | $18,967 | +$7,467 | +64.93% |
| 2018 | $12,700 | $17,543 | +$4,843 | +38.13% |
| 2019 | $13,900 | $15,456 | +$1,556 | +11.20% |
| 2020 | $15,100 | $25,745 | +$10,645 | +70.50% |
| 2021 | $16,300 | $39,920 | +$23,620 | +144.91% |
| 2022 | $17,500 | $33,899 | +$16,399 | +93.71% |
| 2023 | $18,800 | $41,364 | +$22,564 | +120.02% |
| 2024 | $20,000 | $48,063 | +$28,063 | +140.31% |
| 2025 | $21,200 | $34,492 | +$13,292 | +62.70% |
| 2026 (YTD) | $22,200 | $40,641 | +$18,441 | +83.07% |
Best 12-month stretch
+280.81%Mar 2020 → Mar 2021
Worst 12-month stretch
-62.93%Apr 2019 → Mar 2020
Deepest drawdown
-73.71%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,541on $10,000, trailing 10 years