Lump Sum10 years ago
$10,000 invested once
$11,511+$1,511 · +15.11%
Total invested$10,000
Annualised (CAGR)+1.42%
Max drawdown-81.10%
SIP · Monthly122 contributions
$100 every month
$14,879+$2,679 · +21.96%
Total invested$12,200
Money-weighted (XIRR)+3.92%
Max drawdown-65.49%
SIP · Biweekly261 contributions
$100 every two weeks
$31,734+$5,634 · +21.59%
Total invested$26,100
Money-weighted (XIRR)+3.87%
Max drawdown-64.91%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$26,390after your settings in NG.TO
Profit
+$4,190+18.87% on money in
Annualised return
+2.38%Money-weighted (XIRR)
Deepest dip
-75.85%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-16.78% | +0.24% | -28.62% | -29.52% | +17.92% p.a. | -1.51% p.a. | +1.42% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -15.66% | -19.54% | +10.73% | +104.02% | +10.39% | -29.63% | -6.69% | -38.81% | -0.40% | +155.78% | -33.54% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,624 | -$1,576 | -15.45% |
| 2017 | $11,500 | $8,076 | -$3,424 | -29.78% |
| 2018 | $12,700 | $10,182 | -$2,518 | -19.82% |
| 2019 | $13,900 | $22,733 | +$8,833 | +63.55% |
| 2020 | $15,100 | $26,236 | +$11,136 | +73.75% |
| 2021 | $16,300 | $19,456 | +$3,156 | +19.36% |
| 2022 | $17,500 | $19,495 | +$1,995 | +11.40% |
| 2023 | $18,800 | $12,943 | -$5,857 | -31.16% |
| 2024 | $20,000 | $14,168 | -$5,832 | -29.16% |
| 2025 | $21,200 | $38,554 | +$17,354 | +81.86% |
| 2026 (YTD) | $22,200 | $26,390 | +$4,190 | +18.87% |
Best 12-month stretch
+317.43%Feb 2025 → Feb 2026
Worst 12-month stretch
-59.62%Jan 2023 → Jan 2024
Deepest drawdown
-81.10%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