Lump Sum10 years ago
$10,000 invested once
$60,335+$50,335 · +503.35%
Total invested$10,000
Annualised (CAGR)+19.76%
Max drawdown-42.12%
SIP · Monthly122 contributions
$100 every month
$48,075+$35,875 · +294.05%
Total invested$12,200
Money-weighted (XIRR)+26.02%
Max drawdown-33.54%
SIP · Biweekly261 contributions
$100 every two weeks
$103,062+$76,962 · +294.87%
Total invested$26,100
Money-weighted (XIRR)+26.13%
Max drawdown-33.50%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$108,410after your settings in WPM.TO
Profit
+$86,210+388.33% on money in
Annualised return
+21.63%Money-weighted (XIRR)
Deepest dip
-36.59%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-16.30% | +7.72% | -10.93% | +23.84% | +42.39% p.a. | +29.15% p.a. | +19.76% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -18.42% | +8.88% | -4.89% | +50.32% | +39.93% | +3.47% | -1.00% | +25.20% | +28.63% | +96.16% | +4.93% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,345 | -$1,855 | -18.18% |
| 2017 | $11,500 | $10,464 | -$1,036 | -9.01% |
| 2018 | $12,700 | $11,211 | -$1,489 | -11.73% |
| 2019 | $13,900 | $18,287 | +$4,387 | +31.56% |
| 2020 | $15,100 | $26,804 | +$11,704 | +77.51% |
| 2021 | $16,300 | $28,961 | +$12,661 | +77.68% |
| 2022 | $17,500 | $29,955 | +$12,455 | +71.17% |
| 2023 | $18,800 | $38,912 | +$20,112 | +106.98% |
| 2024 | $20,000 | $51,393 | +$31,393 | +156.96% |
| 2025 | $21,200 | $102,421 | +$81,221 | +383.12% |
| 2026 (YTD) | $22,200 | $108,410 | +$86,210 | +388.33% |
Best 12-month stretch
+141.43%May 2019 → May 2020
Worst 12-month stretch
-28.74%Aug 2021 → Aug 2022
Deepest drawdown
-42.12%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$2,169on $10,000, trailing 10 years