Capital One Financial (COF) Growth of $10K (Lump Sum & DCA)COFCapital One FinancialNYSEFinancials$194.48+$1.41 +0.73%Oct 2, 2026 close © 2026 WallStMonk. All rights reserved. v0.17.12Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$31,691+$21,691 · +216.91%
Total invested$10,000
Annualised (CAGR)+12.25%
Max drawdown-59.34%
SIP · Monthly122 contributions
$100 every month
$23,908+$11,708 · +95.97%
Total invested$12,200
Money-weighted (XIRR)+12.95%
Max drawdown-56.57%
SIP · Biweekly261 contributions
$100 every two weeks
$51,253+$25,153 · +96.37%
Total invested$26,100
Money-weighted (XIRR)+13.03%
Max drawdown-56.19%
Best 12-month stretch+211.00%Mar 2020 → Mar 2021
Worst 12-month stretch-50.33%Apr 2019 → Mar 2020
Deepest drawdown-59.34%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,875on $10,000, trailing 10 years
Growth of your contributions
It would be worth$55,599after your settings in COF
Profit+$33,399+150.44% on money in
Annualised return+12.46%Money-weighted (XIRR)
Deepest dip-58.64%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-11.44% | -4.85% | +7.74% | -7.88% | +29.74% p.a. | +4.72% p.a. | +12.25% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +20.08% | +16.30% | -18.73% | +30.57% | -1.79% | +49.32% | -34.59% | +44.32% | +39.88% | +39.16% | -20.64% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,333 | +$2,033 | +19.74% |
| 2017 | $11,500 | $15,750 | +$4,250 | +36.96% |
| 2018 | $12,800 | $13,925 | +$1,125 | +8.79% |
| 2019 | $14,000 | $19,557 | +$5,557 | +39.70% |
| 2020 | $15,200 | $20,901 | +$5,701 | +37.51% |
| 2021 | $16,400 | $32,420 | +$16,020 | +97.68% |
| 2022 | $17,600 | $22,165 | +$4,565 | +25.94% |
| 2023 | $18,800 | $33,530 | +$14,730 | +78.35% |
| 2024 | $20,100 | $48,506 | +$28,406 | +141.32% |
| 2025 | $21,300 | $68,957 | +$47,657 | +223.74% |
| 2026 (YTD) | $22,200 | $55,599 | +$33,399 | +150.44% |