Lump Sum10 years ago
$10,000 invested once
$31,422+$21,422 · +214.22%
Total invested$10,000
Annualised (CAGR)+12.17%
Max drawdown-77.88%
SIP · Monthly122 contributions
$100 every month
$29,282+$17,082 · +140.02%
Total invested$12,200
Money-weighted (XIRR)+16.80%
Max drawdown-60.25%
SIP · Biweekly261 contributions
$100 every two weeks
$62,832+$36,732 · +140.74%
Total invested$26,100
Money-weighted (XIRR)+16.90%
Max drawdown-61.58%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$60,704after your settings in WJX.TO
Profit
+$38,504+173.44% on money in
Annualised return
+13.68%Money-weighted (XIRR)
Deepest dip
-73.76%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+4.78% | +5.05% | +14.30% | +53.34% | +13.46% p.a. | +13.61% p.a. | +12.17% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +17.73% | +12.12% | -26.22% | -9.13% | +25.79% | +48.37% | -14.67% | +61.39% | -26.40% | +39.41% | +34.65% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,982 | +$1,782 | +17.47% |
| 2017 | $11,500 | $14,868 | +$3,368 | +29.29% |
| 2018 | $12,700 | $11,911 | -$789 | -6.21% |
| 2019 | $13,900 | $11,974 | -$1,926 | -13.86% |
| 2020 | $15,100 | $17,099 | +$1,999 | +13.24% |
| 2021 | $16,300 | $26,705 | +$10,405 | +63.83% |
| 2022 | $17,500 | $23,970 | +$6,470 | +36.97% |
| 2023 | $18,800 | $40,277 | +$21,477 | +114.24% |
| 2024 | $20,000 | $30,613 | +$10,613 | +53.07% |
| 2025 | $21,200 | $44,214 | +$23,014 | +108.56% |
| 2026 (YTD) | $22,200 | $60,704 | +$38,504 | +173.44% |
Best 12-month stretch
+284.22%Mar 2020 → Mar 2021
Worst 12-month stretch
-64.48%Mar 2019 → Mar 2020
Deepest drawdown
-77.88%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,771on $10,000, trailing 10 years