Lump Sum10 years ago
$10,000 invested once
$63,636+$53,636 · +536.36%
Total invested$10,000
Annualised (CAGR)+23.41%
Max drawdown-91.11%
SIP · Monthly108 contributions
$100 every month
$47,085+$36,285 · +335.97%
Total invested$10,800
Money-weighted (XIRR)+32.17%
Max drawdown-55.37%
SIP · Biweekly230 contributions
$100 every two weeks
$101,633+$78,633 · +341.88%
Total invested$23,000
Money-weighted (XIRR)+32.50%
Max drawdown-55.37%
Playground
How you invest
Growth of your contributions
You invest
$20,800
It would be worth
$110,722after your settings in WRLG.V
Profit
+$89,922+432.32% on money in
Annualised return
+25.83%Money-weighted (XIRR)
Deepest dip
-89.77%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-12.50% | +2.94% | -16.67% | -25.53% | +3.04% p.a. | +47.77% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -22.73% | -29.41% | +66.67% | -10.00% | +455.56% | +64.00% | -26.83% | +71.67% | -32.04% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $11,300 | $8,414 | -$2,886 | -25.54% |
| 2019 | $12,500 | $7,066 | -$5,434 | -43.47% |
| 2020 | $13,700 | $13,026 | -$674 | -4.92% |
| 2021 | $14,900 | $12,747 | -$2,153 | -14.45% |
| 2022 | $16,100 | $75,597 | +$59,497 | +369.55% |
| 2023 | $17,300 | $125,911 | +$108,611 | +627.81% |
| 2024 | $18,600 | $93,281 | +$74,681 | +401.51% |
| 2025 | $19,800 | $161,693 | +$141,893 | +716.63% |
| 2026 (YTD) | $20,800 | $110,722 | +$89,922 | +432.32% |
Best 12-month stretch
+993.33%May 2022 → May 2023
Worst 12-month stretch
-82.50%Feb 2018 → Feb 2019
Deepest drawdown
-91.11%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