Lump Sum10 years ago
$10,000 invested once
$14,286+$4,286 · +42.86%
Total invested$10,000
Annualised (CAGR)+5.93%
Max drawdown-89.37%
SIP · Monthly76 contributions
$100 every month
$4,385-$3,215 · -42.30%
Total invested$7,600
Money-weighted (XIRR)+60708873564.65%
Max drawdown-62.70%
SIP · Biweekly162 contributions
$100 every two weeks
$9,376-$6,824 · -42.12%
Total invested$16,200
Money-weighted (XIRR)+357295742970.03%
Max drawdown-62.08%
Playground
How you invest
Growth of your contributions
You invest
$17,600
It would be worth
$18,671after your settings in NFGC.TO
Profit
+$1,071+6.08% on money in
Annualised return
+1.22%Money-weighted (XIRR)
Deepest dip
-87.89%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-11.65% | +11.11% | -21.99% | -19.71% | -28.31% p.a. | -25.64% p.a. | — |
Calendar-year returns
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|
| +164.29% | +120.64% | -39.31% | -14.31% | -42.61% | +54.10% | -46.73% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2020 | $10,500 | $27,174 | +$16,674 | +158.80% |
| 2021 | $11,700 | $61,654 | +$49,954 | +426.96% |
| 2022 | $12,900 | $38,446 | +$25,546 | +198.03% |
| 2023 | $14,200 | $34,021 | +$19,821 | +139.58% |
| 2024 | $15,400 | $20,398 | +$4,998 | +32.45% |
| 2025 | $16,600 | $33,474 | +$16,874 | +101.65% |
| 2026 (YTD) | $17,600 | $18,671 | +$1,071 | +6.08% |
Best 12-month stretch
+559.74%Aug 2020 → Aug 2021
Worst 12-month stretch
-74.06%Apr 2024 → Mar 2025
Deepest drawdown
-89.37%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