Lump Sum10 years ago
$10,000 invested once
$1,412-$8,588 · -85.88%
Total invested$10,000
Annualised (CAGR)-17.83%
Max drawdown-95.06%
SIP · Monthly122 contributions
$100 every month
$8,910-$3,290 · -26.97%
Total invested$12,200
Money-weighted (XIRR)NaN%
Max drawdown-76.82%
SIP · Biweekly261 contributions
$100 every two weeks
$18,956-$7,144 · -27.37%
Total invested$26,100
Money-weighted (XIRR)NaN%
Max drawdown-76.73%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$10,322after your settings in NEXG.V
Profit
-$11,878-53.50% on money in
Annualised return
NaN%Money-weighted (XIRR)
Deepest dip
-85.34%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-19.21% | +2.52% | -26.06% | -10.95% | +29.75% p.a. | -17.59% p.a. | -17.83% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| -16.67% | +3.33% | -50.00% | +3.23% | +40.63% | -42.96% | -58.44% | -43.75% | -1.39% | +149.30% | -31.07% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $8,515 | -$1,685 | -16.52% |
| 2017 | $11,500 | $10,016 | -$1,484 | -12.90% |
| 2018 | $12,700 | $6,007 | -$6,693 | -52.70% |
| 2019 | $13,900 | $7,507 | -$6,393 | -46.00% |
| 2020 | $15,100 | $12,187 | -$2,913 | -19.29% |
| 2021 | $16,300 | $8,003 | -$8,297 | -50.90% |
| 2022 | $17,500 | $4,239 | -$13,261 | -75.78% |
| 2023 | $18,800 | $3,371 | -$15,429 | -82.07% |
| 2024 | $20,000 | $4,535 | -$15,465 | -77.32% |
| 2025 | $21,200 | $13,738 | -$7,462 | -35.20% |
| 2026 (YTD) | $22,200 | $10,322 | -$11,878 | -53.50% |
Best 12-month stretch
+253.85%Feb 2025 → Feb 2026
Worst 12-month stretch
-64.94%Sep 2021 → Sep 2022
Deepest drawdown
-95.06%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