Lump Sum10 years ago
$10,000 invested once
$36,226+$26,226 · +262.26%
Total invested$10,000
Annualised (CAGR)+13.79%
Max drawdown-26.94%
SIP · Monthly122 contributions
$100 every month
$31,154+$18,954 · +155.36%
Total invested$12,200
Money-weighted (XIRR)+17.96%
Max drawdown-15.22%
SIP · Biweekly261 contributions
$100 every two weeks
$66,798+$40,698 · +155.93%
Total invested$26,100
Money-weighted (XIRR)+18.05%
Max drawdown-15.46%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$67,380after your settings in WN.TO
Profit
+$45,180+203.51% on money in
Annualised return
+15.10%Money-weighted (XIRR)
Deepest dip
-17.69%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+3.64% | +2.25% | +8.72% | +21.86% | +31.75% p.a. | +20.81% p.a. | +13.79% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +9.38% | -2.34% | -15.72% | +15.83% | -5.07% | +57.16% | +16.43% | -0.33% | +39.81% | +27.19% | +12.84% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,147 | +$947 | +9.29% |
| 2017 | $11,500 | $12,160 | +$660 | +5.74% |
| 2018 | $12,700 | $11,332 | -$1,368 | -10.77% |
| 2019 | $13,900 | $14,345 | +$445 | +3.20% |
| 2020 | $15,100 | $14,761 | -$339 | -2.25% |
| 2021 | $16,300 | $24,695 | +$8,395 | +51.50% |
| 2022 | $17,500 | $30,087 | +$12,587 | +71.93% |
| 2023 | $18,800 | $31,319 | +$12,519 | +66.59% |
| 2024 | $20,000 | $45,151 | +$25,151 | +125.75% |
| 2025 | $21,200 | $58,765 | +$37,565 | +177.19% |
| 2026 (YTD) | $22,200 | $67,380 | +$45,180 | +203.51% |
Best 12-month stretch
+57.69%Dec 2020 → Dec 2021
Worst 12-month stretch
-17.76%Dec 2017 → Dec 2018
Deepest drawdown
-26.94%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,455on $10,000, trailing 10 years