Lump Sum10 years ago
$10,000 invested once
$77,551+$67,551 · +675.51%
Total invested$10,000
Annualised (CAGR)+22.82%
Max drawdown-78.61%
SIP · Monthly122 contributions
$100 every month
$37,406+$25,206 · +206.61%
Total invested$12,200
Money-weighted (XIRR)+21.36%
Max drawdown-51.59%
SIP · Biweekly261 contributions
$100 every two weeks
$78,942+$52,842 · +202.46%
Total invested$26,100
Money-weighted (XIRR)+21.17%
Max drawdown-51.57%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$114,957after your settings in NXE.TO
Profit
+$92,757+417.82% on money in
Annualised return
+22.44%Money-weighted (XIRR)
Deepest dip
-73.32%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-12.44% | -11.56% | -32.70% | -6.86% | +12.62% p.a. | +10.80% p.a. | +22.82% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +58.50% | +37.77% | -24.61% | -33.47% | +118.01% | +57.83% | +8.12% | +54.76% | +15.97% | +30.98% | -19.03% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $16,109 | +$5,909 | +57.93% |
| 2017 | $11,500 | $23,602 | +$12,102 | +105.23% |
| 2018 | $12,700 | $18,930 | +$6,230 | +49.06% |
| 2019 | $13,900 | $13,615 | -$285 | -2.05% |
| 2020 | $15,100 | $32,053 | +$16,953 | +112.27% |
| 2021 | $16,300 | $51,860 | +$35,560 | +218.16% |
| 2022 | $17,500 | $57,309 | +$39,809 | +227.48% |
| 2023 | $18,800 | $90,540 | +$71,740 | +381.59% |
| 2024 | $20,000 | $106,281 | +$86,281 | +431.40% |
| 2025 | $21,200 | $141,012 | +$119,812 | +565.15% |
| 2026 (YTD) | $22,200 | $114,957 | +$92,757 | +417.82% |
Best 12-month stretch
+447.67%Mar 2020 → Mar 2021
Worst 12-month stretch
-61.09%Mar 2019 → Mar 2020
Deepest drawdown
-78.61%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