Lump Sum10 years ago
$10,000 invested once
$612,941+$602,941 · +6029.41%
Total invested$10,000
Annualised (CAGR)+77.57%
Max drawdown-66.75%
SIP · Monthly88 contributions
$100 every month
$144,646+$135,846 · +1543.70%
Total invested$8,800
Money-weighted (XIRR)+80.68%
Max drawdown-66.03%
SIP · Biweekly188 contributions
$100 every two weeks
$308,275+$289,475 · +1539.76%
Total invested$18,800
Money-weighted (XIRR)+80.92%
Max drawdown-66.13%
Playground
How you invest
Growth of your contributions
You invest
$18,800
It would be worth
$757,587after your settings in NGEX.TO
Profit
+$738,787+3929.72% on money in
Annualised return
+77.97%Money-weighted (XIRR)
Deepest dip
-66.62%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-18.69% | -21.33% | -23.83% | -19.41% | +52.34% p.a. | +80.13% p.a. | — |
Calendar-year returns
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|
| +32.35% | +15.56% | +255.77% | +66.49% | +132.47% | +86.03% | +88.06% | -16.81% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2019 | $10,500 | $13,832 | +$3,332 | +31.73% |
| 2020 | $11,700 | $17,527 | +$5,827 | +49.80% |
| 2021 | $12,900 | $65,427 | +$52,527 | +407.19% |
| 2022 | $14,100 | $110,483 | +$96,383 | +683.57% |
| 2023 | $15,300 | $258,544 | +$243,244 | +1589.83% |
| 2024 | $16,600 | $482,781 | +$466,181 | +2808.32% |
| 2025 | $17,800 | $909,645 | +$891,845 | +5010.36% |
| 2026 (YTD) | $18,800 | $757,587 | +$738,787 | +3929.72% |
Best 12-month stretch
+643.64%Apr 2021 → Apr 2022
Worst 12-month stretch
-19.41%Oct 2025 → Oct 2026
Deepest drawdown
-66.75%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