Intuit Inc. (INTU) 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
$27,688+$17,688 · +176.88%
Total invested$10,000
Annualised (CAGR)+10.74%
Max drawdown-65.80%
SIP · Monthly122 contributions
$100 every month
$12,008-$192 · -1.58%
Total invested$12,200
Money-weighted (XIRR)-0.32%
Max drawdown-63.80%
SIP · Biweekly261 contributions
$100 every two weeks
$25,604-$496 · -1.90%
Total invested$26,100
Money-weighted (XIRR)-0.38%
Max drawdown-63.81%
Best 12-month stretch+100.22%Nov 2020 → Nov 2021
Worst 12-month stretch-65.24%Jun 2025 → Jun 2026
Deepest drawdown-65.80%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,576on $10,000, trailing 10 years
Growth of your contributions
It would be worth$39,696after your settings in INTU
Profit+$17,496+78.81% on money in
Annualised return+7.90%Money-weighted (XIRR)
Deepest dip-65.23%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-17.13% | +0.57% | -34.25% | -59.00% | -19.21% p.a. | -11.71% p.a. | +10.74% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +6.66% | +39.21% | +25.31% | +35.95% | +44.77% | +70.27% | -39.12% | +61.76% | +1.43% | +0.54% | -55.79% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,974 | +$674 | +6.54% |
| 2017 | $11,500 | $16,709 | +$5,209 | +45.30% |
| 2018 | $12,800 | $22,266 | +$9,466 | +73.96% |
| 2019 | $14,000 | $31,511 | +$17,511 | +125.08% |
| 2020 | $15,200 | $47,176 | +$31,976 | +210.37% |
| 2021 | $16,400 | $81,946 | +$65,546 | +399.67% |
| 2022 | $17,600 | $50,968 | +$33,368 | +189.59% |
| 2023 | $18,800 | $84,079 | +$65,279 | +347.23% |
| 2024 | $20,100 | $86,594 | +$66,494 | +330.82% |
| 2025 | $21,300 | $88,191 | +$66,891 | +314.04% |
| 2026 (YTD) | $22,200 | $39,696 | +$17,496 | +78.81% |