Lump Sum10 years ago
$10,000 invested once
$8,146-$1,854 · -18.54%
Total invested$10,000
Annualised (CAGR)-2.04%
Max drawdown-85.59%
SIP · Monthly122 contributions
$100 every month
$16,253+$4,053 · +33.22%
Total invested$12,200
Money-weighted (XIRR)+5.64%
Max drawdown-59.76%
SIP · Biweekly261 contributions
$100 every two weeks
$34,931+$8,831 · +33.84%
Total invested$26,100
Money-weighted (XIRR)+5.74%
Max drawdown-59.65%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$24,399after your settings in NFI.TO
Profit
+$2,199+9.90% on money in
Annualised return
+1.30%Money-weighted (XIRR)
Deepest dip
-73.36%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+4.17% | -2.46% | +18.76% | +82.08% | +24.71% p.a. | +0.38% p.a. | -2.04% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +8.42% | +35.34% | -36.45% | -9.77% | -10.93% | -12.90% | -52.48% | +43.80% | +4.89% | +12.12% | +55.28% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,052 | +$852 | +8.36% |
| 2017 | $11,500 | $16,395 | +$4,895 | +42.57% |
| 2018 | $12,700 | $11,253 | -$1,447 | -11.39% |
| 2019 | $13,900 | $11,283 | -$2,617 | -18.83% |
| 2020 | $15,100 | $11,673 | -$3,427 | -22.69% |
| 2021 | $16,300 | $11,090 | -$5,210 | -31.96% |
| 2022 | $17,500 | $6,142 | -$11,358 | -64.90% |
| 2023 | $18,800 | $10,435 | -$8,365 | -44.49% |
| 2024 | $20,000 | $12,140 | -$7,860 | -39.30% |
| 2025 | $21,200 | $14,955 | -$6,245 | -29.46% |
| 2026 (YTD) | $22,200 | $24,399 | +$2,199 | +9.90% |
Best 12-month stretch
+116.70%Apr 2020 → Apr 2021
Worst 12-month stretch
-63.21%Nov 2021 → Oct 2022
Deepest drawdown
-85.59%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$1,706on $10,000, trailing 10 years