Lump Sum10 years ago
$10,000 invested once
$8,606-$1,394 · -13.94%
Total invested$10,000
Annualised (CAGR)-1.54%
Max drawdown-92.17%
SIP · Monthly119 contributions
$100 every month
$30,797+$18,897 · +158.80%
Total invested$11,900
Money-weighted (XIRR)+18.78%
Max drawdown-51.46%
SIP · Biweekly254 contributions
$100 every two weeks
$66,061+$40,661 · +160.08%
Total invested$25,400
Money-weighted (XIRR)+18.90%
Max drawdown-51.80%
Playground
How you invest
Growth of your contributions
You invest
$21,900
It would be worth
$39,403after your settings in WGO.V
Profit
+$17,503+79.92% on money in
Annualised return
+8.21%Money-weighted (XIRR)
Deepest dip
-72.87%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-31.40% | -9.55% | -20.67% | +51.06% | +86.59% p.a. | +24.32% p.a. | — |
Calendar-year returns
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|
| -20.00% | +17.42% | -25.81% | -33.91% | -1.32% | -43.33% | -36.47% | -18.52% | +454.55% | +16.39% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2017 | $11,100 | $8,908 | -$2,192 | -19.75% |
| 2018 | $12,400 | $12,579 | +$179 | +1.44% |
| 2019 | $13,600 | $10,541 | -$3,059 | -22.49% |
| 2020 | $14,800 | $8,055 | -$6,745 | -45.58% |
| 2021 | $16,000 | $9,366 | -$6,634 | -41.46% |
| 2022 | $17,200 | $6,430 | -$10,770 | -62.62% |
| 2023 | $18,400 | $5,142 | -$13,258 | -72.05% |
| 2024 | $19,700 | $5,251 | -$14,449 | -73.34% |
| 2025 | $20,900 | $33,164 | +$12,264 | +58.68% |
| 2026 (YTD) | $21,900 | $39,403 | +$17,503 | +79.92% |
Best 12-month stretch
+990.48%Feb 2025 → Feb 2026
Worst 12-month stretch
-67.89%May 2017 → Apr 2018
Deepest drawdown
-92.17%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