Lump Sum10 years ago
$10,000 invested once
$79,700+$69,700 · +697.00%
Total invested$10,000
Annualised (CAGR)+24.03%
Max drawdown-84.12%
SIP · Monthly118 contributions
$100 every month
$37,011+$25,211 · +213.65%
Total invested$11,800
Money-weighted (XIRR)+22.59%
Max drawdown-77.20%
SIP · Biweekly252 contributions
$100 every two weeks
$79,513+$54,313 · +215.53%
Total invested$25,200
Money-weighted (XIRR)+22.75%
Max drawdown-76.83%
Playground
How you invest
Growth of your contributions
You invest
$21,800
It would be worth
$116,711after your settings in NUAG.TO
Profit
+$94,911+435.37% on money in
Annualised return
+23.66%Money-weighted (XIRR)
Deepest dip
-82.79%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-14.85% | +25.91% | +7.12% | +155.45% | +53.11% p.a. | +12.92% p.a. | — |
Calendar-year returns
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|
| +47.00% | -8.16% | +367.41% | +27.26% | -53.42% | -19.79% | -16.33% | -27.49% | +158.24% | +69.57% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2017 | $11,100 | $16,016 | +$4,916 | +44.29% |
| 2018 | $12,300 | $15,793 | +$3,493 | +28.40% |
| 2019 | $13,500 | $76,686 | +$63,186 | +468.04% |
| 2020 | $14,700 | $99,290 | +$84,590 | +575.45% |
| 2021 | $15,900 | $47,102 | +$31,202 | +196.24% |
| 2022 | $17,100 | $38,786 | +$21,686 | +126.82% |
| 2023 | $18,400 | $33,532 | +$15,132 | +82.24% |
| 2024 | $19,600 | $25,391 | +$5,791 | +29.55% |
| 2025 | $20,800 | $68,106 | +$47,306 | +227.43% |
| 2026 (YTD) | $21,800 | $116,711 | +$94,911 | +435.37% |
Best 12-month stretch
+408.50%Feb 2025 → Feb 2026
Worst 12-month stretch
-61.27%Jan 2021 → Jan 2022
Deepest drawdown
-84.12%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