Lump Sum10 years ago
$10,000 invested once
$198,000+$188,000 · +1880.00%
Total invested$10,000
Annualised (CAGR)+61.27%
Max drawdown-68.95%
SIP · Monthly77 contributions
$100 every month
$39,507+$31,807 · +413.07%
Total invested$7,700
Money-weighted (XIRR)+53.67%
Max drawdown-65.33%
SIP · Biweekly164 contributions
$100 every two weeks
$82,951+$66,551 · +405.80%
Total invested$16,400
Money-weighted (XIRR)+53.33%
Max drawdown-65.02%
Playground
How you invest
Growth of your contributions
You invest
$17,700
It would be worth
$237,507after your settings in NICU.TO
Profit
+$219,807+1241.85% on money in
Annualised return
+60.15%Money-weighted (XIRR)
Deepest dip
-68.47%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-22.96% | -10.81% | -15.38% | -22.96% | +67.97% p.a. | +38.55% p.a. | — |
Calendar-year returns
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|
| -10.00% | +377.78% | +106.98% | -37.08% | +173.21% | +94.12% | -33.33% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2020 | $10,600 | $9,530 | -$1,070 | -10.09% |
| 2021 | $11,800 | $48,263 | +$36,463 | +309.01% |
| 2022 | $13,000 | $102,663 | +$89,663 | +689.72% |
| 2023 | $14,200 | $65,593 | +$51,393 | +361.93% |
| 2024 | $15,500 | $181,938 | +$166,438 | +1073.79% |
| 2025 | $16,700 | $355,037 | +$338,337 | +2025.97% |
| 2026 (YTD) | $17,700 | $237,507 | +$219,807 | +1241.85% |
Best 12-month stretch
+500.00%Mar 2021 → Mar 2022
Worst 12-month stretch
-64.34%Jan 2023 → Jan 2024
Deepest drawdown
-68.95%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