IQVIA Holdings Inc. (IQV) Growth of $10K (Lump Sum & DCA)IQVIQVIA Holdings Inc.NYSEIndustrials$268.85$-0.14 -0.05%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
$33,835+$23,835 · +238.35%
Total invested$10,000
Annualised (CAGR)+12.98%
Max drawdown-51.44%
SIP · Monthly122 contributions
$100 every month
$21,338+$9,138 · +74.90%
Total invested$12,200
Money-weighted (XIRR)+10.81%
Max drawdown-42.34%
SIP · Biweekly261 contributions
$100 every two weeks
$45,635+$19,535 · +74.85%
Total invested$26,100
Money-weighted (XIRR)+10.84%
Max drawdown-42.67%
Best 12-month stretch+105.44%Mar 2020 → Mar 2021
Worst 12-month stretch-40.33%May 2024 → May 2025
Deepest drawdown-51.44%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings$0on $10,000, trailing 10 years
Growth of your contributions
It would be worth$55,173after your settings in IQV
Profit+$32,973+148.53% on money in
Annualised return+12.35%Money-weighted (XIRR)
Deepest dip-45.95%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+0.40% | +29.85% | +55.17% | +30.11% | +10.65% p.a. | +2.11% p.a. | +12.98% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -4.29% | +28.73% | +17.54% | +34.00% | +16.20% | +57.47% | -27.38% | +12.93% | -14.69% | +14.17% | +19.29% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,862 | -$438 | -4.25% |
| 2017 | $11,500 | $14,029 | +$2,529 | +21.99% |
| 2018 | $12,800 | $17,865 | +$5,065 | +39.57% |
| 2019 | $14,000 | $25,209 | +$11,209 | +80.07% |
| 2020 | $15,200 | $30,763 | +$15,563 | +102.39% |
| 2021 | $16,400 | $49,927 | +$33,527 | +204.43% |
| 2022 | $17,600 | $37,373 | +$19,773 | +112.35% |
| 2023 | $18,800 | $43,543 | +$24,743 | +131.61% |
| 2024 | $20,100 | $38,291 | +$18,191 | +90.50% |
| 2025 | $21,300 | $45,194 | +$23,894 | +112.18% |
| 2026 (YTD) | $22,200 | $55,173 | +$32,973 | +148.53% |