Lump Sum10 years ago
$10,000 invested once
$51,724+$41,724 · +417.24%
Total invested$10,000
Annualised (CAGR)+17.93%
Max drawdown-43.86%
SIP · Monthly122 contributions
$100 every month
$23,075+$10,875 · +89.14%
Total invested$12,200
Money-weighted (XIRR)+12.33%
Max drawdown-41.51%
SIP · Biweekly261 contributions
$100 every two weeks
$49,237+$23,137 · +88.65%
Total invested$26,100
Money-weighted (XIRR)+12.31%
Max drawdown-41.55%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$74,799after your settings in WSP.TO
Profit
+$52,599+236.93% on money in
Annualised return
+16.52%Money-weighted (XIRR)
Deepest dip
-43.07%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+1.16% | +14.29% | -18.32% | -32.95% | +2.40% p.a. | +2.64% p.a. | +17.93% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +9.83% | +37.94% | -1.70% | +57.97% | +37.67% | +53.84% | -13.60% | +19.24% | +37.97% | -1.21% | -26.07% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,189 | +$989 | +9.70% |
| 2017 | $11,500 | $16,984 | +$5,484 | +47.69% |
| 2018 | $12,700 | $17,775 | +$5,075 | +39.96% |
| 2019 | $13,900 | $29,528 | +$15,628 | +112.43% |
| 2020 | $15,100 | $42,322 | +$27,222 | +180.28% |
| 2021 | $16,300 | $66,660 | +$50,360 | +308.96% |
| 2022 | $17,500 | $58,807 | +$41,307 | +236.04% |
| 2023 | $18,800 | $71,482 | +$52,682 | +280.22% |
| 2024 | $20,000 | $99,988 | +$79,988 | +399.94% |
| 2025 | $21,200 | $99,923 | +$78,723 | +371.34% |
| 2026 (YTD) | $22,200 | $74,799 | +$52,599 | +236.93% |
Best 12-month stretch
+102.11%Nov 2020 → Nov 2021
Worst 12-month stretch
-43.54%Jul 2025 → Jul 2026
Deepest drawdown
-43.86%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,656on $10,000, trailing 10 years