Gen Digital Inc. (GEN) 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
$18,203+$8,203 · +82.03%
Total invested$10,000
Annualised (CAGR)+6.18%
Max drawdown-44.76%
SIP · Monthly122 contributions
$100 every month
$15,804+$3,604 · +29.54%
Total invested$12,200
Money-weighted (XIRR)+5.08%
Max drawdown-40.36%
SIP · Biweekly261 contributions
$100 every two weeks
$33,781+$7,681 · +29.43%
Total invested$26,100
Money-weighted (XIRR)+5.07%
Max drawdown-39.95%
Best 12-month stretch+114.39%May 2019 → May 2020
Worst 12-month stretch-41.13%Oct 2017 → Oct 2018
Deepest drawdown-44.76%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$6,505on $10,000, trailing 10 years
Growth of your contributions
It would be worth$34,007after your settings in GEN
Profit+$11,807+53.18% on money in
Annualised return+5.81%Money-weighted (XIRR)
Deepest dip-41.70%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-28.16% | -17.07% | +17.71% | -19.27% | +10.45% p.a. | -0.99% p.a. | +6.18% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -4.94% | +18.69% | -30.08% | +35.51% | +42.62% | +27.59% | -15.81% | +9.29% | +22.94% | -3.53% | -14.25% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,793 | -$507 | -4.92% |
| 2017 | $11,500 | $12,761 | +$1,261 | +10.97% |
| 2018 | $12,800 | $10,048 | -$2,752 | -21.50% |
| 2019 | $14,000 | $14,999 | +$999 | +7.14% |
| 2020 | $15,200 | $22,665 | +$7,465 | +49.11% |
| 2021 | $16,400 | $30,238 | +$13,838 | +84.38% |
| 2022 | $17,600 | $26,527 | +$8,927 | +50.72% |
| 2023 | $18,800 | $30,470 | +$11,670 | +62.07% |
| 2024 | $20,100 | $38,939 | +$18,839 | +93.72% |
| 2025 | $21,300 | $38,697 | +$17,397 | +81.68% |
| 2026 (YTD) | $22,200 | $34,007 | +$11,807 | +53.18% |