Humana Inc. (HUM) Growth of $10K (Lump Sum & DCA)HUMHumana Inc.NYSEFinancials$381.57$-5.30 -1.37%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$23,364+$13,364 · +133.64%
Total invested$10,000
Annualised (CAGR)+8.87%
Max drawdown-69.15%
SIP · Monthly122 contributions
$100 every month
$15,356+$3,156 · +25.87%
Total invested$12,200
Money-weighted (XIRR)+4.52%
Max drawdown-55.67%
SIP · Biweekly261 contributions
$100 every two weeks
$32,905+$6,805 · +26.07%
Total invested$26,100
Money-weighted (XIRR)+4.56%
Max drawdown-55.33%
Best 12-month stretch+84.10%Jul 2025 → Jul 2026
Worst 12-month stretch-51.35%Oct 2023 → Sep 2024
Deepest drawdown-69.15%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$1,532on $10,000, trailing 10 years
Growth of your contributions
It would be worth$38,720after your settings in HUM
Profit+$16,520+74.42% on money in
Annualised return+7.57%Money-weighted (XIRR)
Deepest dip-64.66%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.97% | -3.83% | +115.08% | +35.95% | -7.47% p.a. | -0.61% p.a. | +8.87% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +14.98% | +22.60% | +12.27% | +32.93% | +13.22% | +13.80% | +11.15% | -9.94% | -42.02% | +2.17% | +45.35% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,819 | +$1,519 | +14.75% |
| 2017 | $11,500 | $15,782 | +$4,282 | +37.24% |
| 2018 | $12,800 | $18,930 | +$6,130 | +47.89% |
| 2019 | $14,000 | $26,716 | +$12,716 | +90.83% |
| 2020 | $15,200 | $31,584 | +$16,384 | +107.79% |
| 2021 | $16,400 | $37,252 | +$20,852 | +127.14% |
| 2022 | $17,600 | $42,738 | +$25,138 | +142.83% |
| 2023 | $18,800 | $39,624 | +$20,824 | +110.77% |
| 2024 | $20,100 | $24,004 | +$3,904 | +19.42% |
| 2025 | $21,300 | $25,762 | +$4,462 | +20.95% |
| 2026 (YTD) | $22,200 | $38,720 | +$16,520 | +74.42% |