Lumentum Holdings Inc. (LITE) 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
$219,543+$209,543 · +2095.43%
Total invested$10,000
Annualised (CAGR)+36.26%
Max drawdown-66.15%
SIP · Monthly122 contributions
$100 every month
$176,358+$164,158 · +1345.56%
Total invested$12,200
Money-weighted (XIRR)+50.45%
Max drawdown-55.34%
SIP · Biweekly261 contributions
$100 every two weeks
$377,120+$351,020 · +1344.91%
Total invested$26,100
Money-weighted (XIRR)+50.58%
Max drawdown-54.66%
Best 12-month stretch+1650.15%Apr 2025 → Apr 2026
Worst 12-month stretch-53.13%May 2022 → May 2023
Deepest drawdown-66.15%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$395,902after your settings in LITE
Profit+$373,702+1683.34% on money in
Annualised return+40.20%Money-weighted (XIRR)
Deepest dip-62.65%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+10.21% | +33.36% | +17.46% | +492.92% | +187.73% p.a. | +63.37% p.a. | +36.26% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -12.64% | +26.52% | -14.54% | +95.98% | +15.75% | +11.57% | -50.68% | +0.48% | +70.45% | +332.13% | +151.55% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,021 | -$1,279 | -12.42% |
| 2017 | $11,500 | $12,546 | +$1,046 | +9.10% |
| 2018 | $12,800 | $11,727 | -$1,073 | -8.38% |
| 2019 | $14,000 | $24,759 | +$10,759 | +76.85% |
| 2020 | $15,200 | $30,111 | +$14,911 | +98.10% |
| 2021 | $16,400 | $35,068 | +$18,668 | +113.83% |
| 2022 | $17,600 | $18,083 | +$483 | +2.74% |
| 2023 | $18,800 | $19,438 | +$638 | +3.40% |
| 2024 | $20,100 | $35,257 | +$15,157 | +75.41% |
| 2025 | $21,300 | $156,890 | +$135,590 | +636.57% |
| 2026 (YTD) | $22,200 | $395,902 | +$373,702 | +1683.34% |