Lump Sum10 years ago
$10,000 invested once
$14,169+$4,169 · +41.69%
Total invested$10,000
Annualised (CAGR)+3.56%
Max drawdown-61.49%
SIP · Monthly122 contributions
$100 every month
$12,528+$328 · +2.69%
Total invested$12,200
Money-weighted (XIRR)+0.53%
Max drawdown-47.69%
SIP · Biweekly261 contributions
$100 every two weeks
$26,708+$608 · +2.33%
Total invested$26,100
Money-weighted (XIRR)+0.46%
Max drawdown-47.17%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$26,697after your settings in NPI.TO
Profit
+$4,497+20.26% on money in
Annualised return
+2.53%Money-weighted (XIRR)
Deepest dip
-53.58%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.87% | -1.63% | -7.12% | -11.41% | +8.09% p.a. | -7.63% p.a. | +3.56% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.43% | +4.92% | -0.70% | +28.76% | +75.13% | -14.49% | +0.88% | -32.21% | -18.49% | +4.19% | +20.93% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,244 | +$44 | +0.43% |
| 2017 | $11,500 | $12,058 | +$558 | +4.85% |
| 2018 | $12,700 | $13,174 | +$474 | +3.73% |
| 2019 | $13,900 | $18,283 | +$4,383 | +31.54% |
| 2020 | $15,100 | $33,672 | +$18,572 | +123.00% |
| 2021 | $16,300 | $29,901 | +$13,601 | +83.44% |
| 2022 | $17,500 | $31,312 | +$13,812 | +78.93% |
| 2023 | $18,800 | $22,390 | +$3,590 | +19.10% |
| 2024 | $20,000 | $19,298 | -$702 | -3.51% |
| 2025 | $21,200 | $21,240 | +$40 | +0.19% |
| 2026 (YTD) | $22,200 | $26,697 | +$4,497 | +20.26% |
Best 12-month stretch
+93.72%Jan 2020 → Jan 2021
Worst 12-month stretch
-48.57%Aug 2022 → Aug 2023
Deepest drawdown
-61.49%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,861on $10,000, trailing 10 years