Lump Sum10 years ago
$10,000 invested once
$23,107+$13,107 · +131.07%
Total invested$10,000
Annualised (CAGR)+8.77%
Max drawdown-77.25%
SIP · Monthly122 contributions
$100 every month
$19,837+$7,637 · +62.60%
Total invested$12,200
Money-weighted (XIRR)+9.46%
Max drawdown-52.35%
SIP · Biweekly261 contributions
$100 every two weeks
$42,367+$16,267 · +62.33%
Total invested$26,100
Money-weighted (XIRR)+9.46%
Max drawdown-52.62%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$42,944after your settings in WRN.TO
Profit
+$20,744+93.44% on money in
Annualised return
+8.99%Money-weighted (XIRR)
Deepest dip
-68.36%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-27.44% | -21.45% | -37.20% | -20.93% | +11.26% p.a. | +2.84% p.a. | +8.77% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +80.58% | -32.26% | -38.10% | +37.18% | +46.73% | +27.39% | +20.50% | -27.39% | -9.71% | +134.18% | -35.68% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $18,363 | +$8,163 | +80.03% |
| 2017 | $11,500 | $13,553 | +$2,053 | +17.85% |
| 2018 | $12,700 | $9,417 | -$3,283 | -25.85% |
| 2019 | $13,900 | $14,397 | +$497 | +3.58% |
| 2020 | $15,100 | $22,872 | +$7,772 | +51.47% |
| 2021 | $16,300 | $30,381 | +$14,081 | +86.39% |
| 2022 | $17,500 | $38,029 | +$20,529 | +117.31% |
| 2023 | $18,800 | $28,719 | +$9,919 | +52.76% |
| 2024 | $20,000 | $27,064 | +$7,064 | +35.32% |
| 2025 | $21,200 | $65,692 | +$44,492 | +209.87% |
| 2026 (YTD) | $22,200 | $42,944 | +$20,744 | +93.44% |
Best 12-month stretch
+275.00%Mar 2020 → Mar 2021
Worst 12-month stretch
-54.76%Dec 2017 → Dec 2018
Deepest drawdown
-77.25%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years