International Business Machines Corporation (IBM) Growth of $10K (Lump Sum & DCA)IBMInternational Business Machines CorporationNYSEInformation Technology$232.76+$0.83 +0.36%Sep 24, 2026 close © 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$23,244+$13,244 · +132.44%
Total invested$10,000
Annualised (CAGR)+8.81%
Max drawdown-40.00%
SIP · Monthly122 contributions
$100 every month
$23,488+$11,288 · +92.52%
Total invested$12,200
Money-weighted (XIRR)+12.62%
Max drawdown-34.83%
SIP · Biweekly261 contributions
$100 every two weeks
$50,247+$24,147 · +92.52%
Total invested$26,100
Money-weighted (XIRR)+12.65%
Max drawdown-35.57%
Best 12-month stretch+76.01%Oct 2023 → Oct 2024
Worst 12-month stretch-28.40%Mar 2019 → Mar 2020
Deepest drawdown-40.00%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,167on $10,000, trailing 10 years
Growth of your contributions
It would be worth$46,732after your settings in IBM
Profit+$24,532+110.50% on money in
Annualised return+10.11%Money-weighted (XIRR)
Deepest dip-36.87%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-1.20% | -13.70% | -0.08% | -16.00% | +22.17% p.a. | +15.57% p.a. | +8.81% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +5.44% | -3.99% | -20.07% | +20.00% | -1.38% | +16.65% | +10.64% | +21.85% | +41.06% | +34.31% | -18.52% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $10,963 | +$563 | +5.42% |
| 2017 | $11,600 | $11,724 | +$124 | +1.07% |
| 2018 | $12,800 | $10,396 | -$2,404 | -18.78% |
| 2019 | $14,000 | $13,680 | -$320 | -2.28% |
| 2020 | $15,200 | $14,741 | -$459 | -3.02% |
| 2021 | $16,400 | $18,468 | +$2,068 | +12.61% |
| 2022 | $17,700 | $21,830 | +$4,130 | +23.33% |
| 2023 | $18,900 | $28,043 | +$9,143 | +48.38% |
| 2024 | $20,100 | $40,955 | +$20,855 | +103.76% |
| 2025 | $21,300 | $56,343 | +$35,043 | +164.52% |
| 2026 (YTD) | $22,200 | $46,732 | +$24,532 | +110.50% |