Lump Sum10 years ago
$10,000 invested once
$33,718+$23,718 · +237.18%
Total invested$10,000
Annualised (CAGR)+12.97%
Max drawdown-39.41%
SIP · Monthly122 contributions
$100 every month
$24,688+$12,488 · +102.36%
Total invested$12,200
Money-weighted (XIRR)+13.60%
Max drawdown-29.04%
SIP · Biweekly261 contributions
$100 every two weeks
$52,716+$26,616 · +101.98%
Total invested$26,100
Money-weighted (XIRR)+13.60%
Max drawdown-29.76%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$58,406after your settings in NWC.TO
Profit
+$36,206+163.09% on money in
Annualised return
+13.15%Money-weighted (XIRR)
Deepest dip
-35.92%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+5.38% | +11.66% | +10.58% | +25.54% | +20.89% p.a. | +15.11% p.a. | +12.97% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +10.71% | +13.86% | +9.35% | -9.19% | +24.91% | +10.05% | +8.50% | +15.27% | +30.21% | +2.70% | +17.15% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $11,288 | +$1,088 | +10.67% |
| 2017 | $11,500 | $14,158 | +$2,658 | +23.11% |
| 2018 | $12,700 | $16,835 | +$4,135 | +32.56% |
| 2019 | $13,900 | $16,439 | +$2,539 | +18.27% |
| 2020 | $15,100 | $21,927 | +$6,827 | +45.21% |
| 2021 | $16,300 | $25,340 | +$9,040 | +55.46% |
| 2022 | $17,500 | $28,736 | +$11,236 | +64.20% |
| 2023 | $18,800 | $34,607 | +$15,807 | +84.08% |
| 2024 | $20,000 | $46,440 | +$26,440 | +132.20% |
| 2025 | $21,200 | $48,916 | +$27,716 | +130.74% |
| 2026 (YTD) | $22,200 | $58,406 | +$36,206 | +163.09% |
Best 12-month stretch
+100.89%Mar 2020 → Mar 2021
Worst 12-month stretch
-32.37%Mar 2019 → Mar 2020
Deepest drawdown
-39.41%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,772on $10,000, trailing 10 years