Apple Inc. (AAPL) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$127,673+$117,673 · +1176.73%
Total invested$10,000
Annualised (CAGR)+29.06%
Max drawdown-34.64%
SIP · Monthly122 contributions
$100 every month
$51,218+$39,018 · +319.82%
Total invested$12,200
Money-weighted (XIRR)+27.11%
Max drawdown-28.75%
SIP · Biweekly261 contributions
$100 every two weeks
$109,310+$83,210 · +318.81%
Total invested$26,100
Money-weighted (XIRR)+27.14%
Max drawdown-27.98%
Best 12-month stretch+147.94%Aug 2019 → Aug 2020
Worst 12-month stretch-26.40%Dec 2021 → Dec 2022
Deepest drawdown-34.64%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,007on $10,000, trailing 10 years
Growth of your contributions
It would be worth$178,890after your settings in AAPL
Profit+$156,690+705.81% on money in
Annualised return+28.60%Money-weighted (XIRR)
Deepest dip-33.34%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+4.08% | +8.00% | +30.36% | +29.54% | +23.98% p.a. | +19.10% p.a. | +29.06% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +2.06% | +48.46% | -11.08% | +103.63% | +79.99% | +34.65% | -26.40% | +49.01% | +27.02% | +11.87% | +23.22% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,517 | +$217 | +2.11% |
| 2017 | $11,500 | $17,002 | +$5,502 | +47.85% |
| 2018 | $12,800 | $16,166 | +$3,366 | +26.30% |
| 2019 | $14,000 | $34,675 | +$20,675 | +147.68% |
| 2020 | $15,200 | $64,196 | +$48,996 | +322.34% |
| 2021 | $16,400 | $87,977 | +$71,577 | +436.45% |
| 2022 | $17,600 | $65,765 | +$48,165 | +273.67% |
| 2023 | $18,800 | $99,363 | +$80,563 | +428.53% |
| 2024 | $20,100 | $127,760 | +$107,660 | +535.62% |
| 2025 | $21,300 | $144,337 | +$123,037 | +577.64% |
| 2026 (YTD) | $22,200 | $178,890 | +$156,690 | +705.81% |