Jack Henry & Associates, Inc. (JKHY) 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
$19,452+$9,452 · +94.52%
Total invested$10,000
Annualised (CAGR)+6.89%
Max drawdown-36.95%
SIP · Monthly122 contributions
$100 every month
$12,788+$588 · +4.82%
Total invested$12,200
Money-weighted (XIRR)+0.94%
Max drawdown-29.95%
SIP · Biweekly261 contributions
$100 every two weeks
$27,317+$1,217 · +4.66%
Total invested$26,100
Money-weighted (XIRR)+0.91%
Max drawdown-30.36%
Best 12-month stretch+61.87%Sep 2017 → Sep 2018
Worst 12-month stretch-30.66%Oct 2022 → Oct 2023
Deepest drawdown-36.95%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,230on $10,000, trailing 10 years
Growth of your contributions
It would be worth$32,241after your settings in JKHY
Profit+$10,041+45.23% on money in
Annualised return+5.09%Money-weighted (XIRR)
Deepest dip-31.92%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-13.52% | -2.12% | -8.30% | -0.58% | +0.07% p.a. | -1.65% p.a. | +6.89% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +7.08% | +33.35% | +7.24% | +18.81% | +12.33% | +4.32% | +6.24% | -5.66% | +7.66% | +4.06% | -18.74% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,020 | +$720 | +6.99% |
| 2017 | $11,500 | $16,103 | +$4,603 | +40.02% |
| 2018 | $12,800 | $18,500 | +$5,700 | +44.53% |
| 2019 | $14,000 | $23,241 | +$9,241 | +66.00% |
| 2020 | $15,200 | $27,303 | +$12,103 | +79.63% |
| 2021 | $16,400 | $29,734 | +$13,334 | +81.30% |
| 2022 | $17,600 | $32,742 | +$15,142 | +86.04% |
| 2023 | $18,800 | $32,129 | +$13,329 | +70.90% |
| 2024 | $20,100 | $35,918 | +$15,818 | +78.70% |
| 2025 | $21,300 | $38,637 | +$17,337 | +81.40% |
| 2026 (YTD) | $22,200 | $32,241 | +$10,041 | +45.23% |