Lump Sum10 years ago
$10,000 invested once
$420,000+$410,000 · +4100.00%
Total invested$10,000
Annualised (CAGR)+45.51%
Max drawdown-84.21%
SIP · Monthly122 contributions
$100 every month
$229,668+$217,468 · +1782.53%
Total invested$12,200
Money-weighted (XIRR)+55.78%
Max drawdown-67.62%
SIP · Biweekly261 contributions
$100 every two weeks
$490,844+$464,744 · +1780.63%
Total invested$26,100
Money-weighted (XIRR)+55.92%
Max drawdown-67.61%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$649,668after your settings in NCX.V
Profit
+$627,468+2826.43% on money in
Annualised return
+47.92%Money-weighted (XIRR)
Deepest dip
-79.62%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-30.82% | -4.23% | -4.55% | +75.00% | +128.05% p.a. | +68.25% p.a. | +45.51% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +135.71% | -39.39% | -5.00% | -36.84% | +366.67% | +50.00% | -61.90% | +150.00% | +8.75% | +500.00% | +12.64% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $23,964 | +$13,764 | +134.94% |
| 2017 | $11,500 | $15,501 | +$4,001 | +34.79% |
| 2018 | $12,700 | $15,701 | +$3,001 | +23.63% |
| 2019 | $13,900 | $11,047 | -$2,853 | -20.52% |
| 2020 | $15,100 | $56,067 | +$40,967 | +271.30% |
| 2021 | $16,300 | $86,142 | +$69,842 | +428.48% |
| 2022 | $17,500 | $33,587 | +$16,087 | +91.92% |
| 2023 | $18,800 | $86,648 | +$67,848 | +360.89% |
| 2024 | $20,000 | $95,432 | +$75,432 | +377.16% |
| 2025 | $21,200 | $575,895 | +$554,695 | +2616.49% |
| 2026 (YTD) | $22,200 | $649,668 | +$627,468 | +2826.43% |
Best 12-month stretch
+833.33%Mar 2020 → Mar 2021
Worst 12-month stretch
-66.67%Jan 2022 → Jan 2023
Deepest drawdown
-84.21%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