Lump Sum10 years ago
$10,000 invested once
$19,055+$9,055 · +90.55%
Total invested$10,000
Annualised (CAGR)+7.59%
Max drawdown-83.33%
SIP · Monthly108 contributions
$100 every month
$27,945+$17,145 · +158.75%
Total invested$10,800
Money-weighted (XIRR)+20.80%
Max drawdown-51.57%
SIP · Biweekly231 contributions
$100 every two weeks
$59,654+$36,554 · +158.24%
Total invested$23,100
Money-weighted (XIRR)+20.82%
Max drawdown-51.61%
Playground
How you invest
Growth of your contributions
You invest
$20,800
It would be worth
$47,000after your settings in FWZ.V
Profit
+$26,200+125.96% on money in
Annualised return
+12.41%Money-weighted (XIRR)
Deepest dip
-77.25%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-15.09% | -19.06% | -40.25% | -24.61% | +30.57% p.a. | +24.87% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -29.13% | -23.33% | +56.52% | -42.59% | +64.52% | +16.67% | +26.05% | +90.00% | -15.09% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $11,300 | $8,064 | -$3,236 | -28.64% |
| 2019 | $12,500 | $7,475 | -$5,025 | -40.20% |
| 2020 | $13,700 | $13,960 | +$260 | +1.90% |
| 2021 | $14,900 | $8,960 | -$5,940 | -39.86% |
| 2022 | $16,100 | $16,674 | +$574 | +3.56% |
| 2023 | $17,300 | $20,840 | +$3,540 | +20.46% |
| 2024 | $18,600 | $27,852 | +$9,252 | +49.74% |
| 2025 | $19,800 | $54,520 | +$34,720 | +175.35% |
| 2026 (YTD) | $20,800 | $47,000 | +$26,200 | +125.96% |
Best 12-month stretch
+210.27%Mar 2025 → Mar 2026
Worst 12-month stretch
-68.14%May 2018 → May 2019
Deepest drawdown
-83.33%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