Lump Sum10 years ago
$10,000 invested once
$13,164+$3,164 · +31.64%
Total invested$10,000
Annualised (CAGR)+4.93%
Max drawdown-46.65%
SIP · Monthly70 contributions
$100 every month
$7,350+$350 · +5.01%
Total invested$7,000
Money-weighted (XIRR)+1.70%
Max drawdown-17.99%
SIP · Biweekly150 contributions
$100 every two weeks
$15,700+$700 · +4.67%
Total invested$15,000
Money-weighted (XIRR)+1.60%
Max drawdown-18.04%
Playground
How you invest
Growth of your contributions
You invest
$17,000
It would be worth
$20,514after your settings in NXR-UN.TO
Profit
+$3,514+20.67% on money in
Annualised return
+4.16%Money-weighted (XIRR)
Deepest dip
-39.32%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+0.60% | -10.30% | -6.69% | -2.31% | +13.66% p.a. | -4.57% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| +59.40% | -18.85% | -9.47% | +3.70% | +11.70% | -2.97% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $11,100 | $17,333 | +$6,233 | +56.15% |
| 2022 | $12,400 | $15,288 | +$2,888 | +23.29% |
| 2023 | $13,600 | $15,038 | +$1,438 | +10.57% |
| 2024 | $14,800 | $16,844 | +$2,044 | +13.81% |
| 2025 | $16,000 | $20,149 | +$4,149 | +25.93% |
| 2026 (YTD) | $17,000 | $20,514 | +$3,514 | +20.67% |
Best 12-month stretch
+64.35%Mar 2021 → Mar 2022
Worst 12-month stretch
-33.42%Oct 2021 → Oct 2022
Deepest drawdown
-46.65%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,306on $10,000, trailing 10 years