Lump Sum10 years ago
$10,000 invested once
$19,231+$9,231 · +92.31%
Total invested$10,000
Annualised (CAGR)+7.72%
Max drawdown-52.19%
SIP · Monthly108 contributions
$100 every month
$16,930+$6,130 · +56.76%
Total invested$10,800
Money-weighted (XIRR)+10.00%
Max drawdown-39.00%
SIP · Biweekly230 contributions
$100 every two weeks
$35,954+$12,954 · +56.32%
Total invested$23,000
Money-weighted (XIRR)+9.94%
Max drawdown-38.41%
Playground
How you invest
Growth of your contributions
You invest
$20,800
It would be worth
$36,161after your settings in NTR.TO
Profit
+$15,361+73.85% on money in
Annualised return
+8.43%Money-weighted (XIRR)
Deepest dip
-46.21%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-3.73% | +2.34% | +1.44% | +23.89% | +12.55% p.a. | +6.00% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|
| -5.70% | -0.20% | +5.74% | +59.85% | +6.35% | -21.86% | -5.29% | +33.32% | +15.21% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2018 | $11,300 | $10,683 | -$617 | -5.46% |
| 2019 | $12,500 | $11,763 | -$737 | -5.90% |
| 2020 | $13,700 | $13,932 | +$232 | +1.70% |
| 2021 | $14,900 | $23,809 | +$8,909 | +59.79% |
| 2022 | $16,100 | $26,430 | +$10,330 | +64.16% |
| 2023 | $17,300 | $21,711 | +$4,411 | +25.50% |
| 2024 | $18,600 | $21,866 | +$3,266 | +17.56% |
| 2025 | $19,800 | $30,510 | +$10,710 | +54.09% |
| 2026 (YTD) | $20,800 | $36,161 | +$15,361 | +73.85% |
Best 12-month stretch
+106.99%Apr 2021 → Apr 2022
Worst 12-month stretch
-38.63%Mar 2019 → Mar 2020
Deepest drawdown
-52.19%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$3,316on $10,000, trailing 10 years