Lump Sum10 years ago
$10,000 invested once
$11,178+$1,178 · +11.78%
Total invested$10,000
Annualised (CAGR)+1.12%
Max drawdown-39.10%
SIP · Monthly122 contributions
$100 every month
$13,378+$1,178 · +9.65%
Total invested$12,200
Money-weighted (XIRR)+1.83%
Max drawdown-21.97%
SIP · Biweekly261 contributions
$100 every two weeks
$28,701+$2,601 · +9.97%
Total invested$26,100
Money-weighted (XIRR)+1.89%
Max drawdown-21.97%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$24,556after your settings in WPK.TO
Profit
+$2,356+10.61% on money in
Annualised return
+1.39%Money-weighted (XIRR)
Deepest dip
-24.34%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.11% | -4.07% | +2.71% | -0.66% | +7.83% p.a. | +4.12% p.a. | +1.12% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.73% | +3.28% | +0.15% | +0.42% | -8.29% | -6.22% | +13.48% | -2.54% | +21.16% | -1.44% | -3.59% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,024 | -$176 | -1.73% |
| 2017 | $11,500 | $11,529 | +$29 | +0.25% |
| 2018 | $12,700 | $12,755 | +$55 | +0.44% |
| 2019 | $13,900 | $14,053 | +$153 | +1.10% |
| 2020 | $15,100 | $14,064 | -$1,036 | -6.86% |
| 2021 | $16,300 | $14,326 | -$1,974 | -12.11% |
| 2022 | $17,500 | $17,466 | -$34 | -0.19% |
| 2023 | $18,800 | $18,313 | -$487 | -2.59% |
| 2024 | $20,000 | $23,504 | +$3,504 | +17.52% |
| 2025 | $21,200 | $24,445 | +$3,245 | +15.31% |
| 2026 (YTD) | $22,200 | $24,556 | +$2,356 | +10.61% |
Best 12-month stretch
+32.03%Oct 2023 → Oct 2024
Worst 12-month stretch
-28.65%Jun 2017 → Jun 2018
Deepest drawdown
-39.10%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,596on $10,000, trailing 10 years