Lump Sum10 years ago
$10,000 invested once
$44,194+$34,194 · +341.94%
Total invested$10,000
Annualised (CAGR)+16.08%
Max drawdown-62.69%
SIP · Monthly122 contributions
$100 every month
$16,988+$4,788 · +39.24%
Total invested$12,200
Money-weighted (XIRR)+6.49%
Max drawdown-56.42%
SIP · Biweekly261 contributions
$100 every two weeks
$36,226+$10,126 · +38.80%
Total invested$26,100
Money-weighted (XIRR)+6.45%
Max drawdown-56.09%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$61,182after your settings in NOA.TO
Profit
+$38,982+175.59% on money in
Annualised return
+13.79%Money-weighted (XIRR)
Deepest dip
-61.46%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-8.76% | -18.23% | -18.55% | -23.39% | -16.31% p.a. | -3.90% p.a. | +16.08% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +24.15% | +22.93% | +96.88% | +28.94% | -19.40% | +55.76% | -4.00% | +55.24% | +15.34% | -34.20% | -19.67% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $12,645 | +$2,445 | +23.97% |
| 2017 | $11,500 | $16,949 | +$5,449 | +47.38% |
| 2018 | $12,700 | $35,078 | +$22,378 | +176.21% |
| 2019 | $13,900 | $46,500 | +$32,600 | +234.53% |
| 2020 | $15,100 | $39,077 | +$23,977 | +158.79% |
| 2021 | $16,300 | $62,303 | +$46,003 | +282.23% |
| 2022 | $17,500 | $61,134 | +$43,634 | +249.34% |
| 2023 | $18,800 | $96,324 | +$77,524 | +412.36% |
| 2024 | $20,000 | $112,438 | +$92,438 | +462.19% |
| 2025 | $21,200 | $75,126 | +$53,926 | +254.37% |
| 2026 (YTD) | $22,200 | $61,182 | +$38,982 | +175.59% |
Best 12-month stretch
+198.23%Oct 2017 → Oct 2018
Worst 12-month stretch
-62.69%Apr 2019 → Apr 2020
Deepest drawdown
-62.69%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$6,205on $10,000, trailing 10 years