Nasdaq, Inc. (NDAQ) Growth of $10K (Lump Sum & DCA)NDAQNasdaq, Inc.NASDAQFinancials$92.01+$0.16 +0.17%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
$48,204+$38,204 · +382.04%
Total invested$10,000
Annualised (CAGR)+17.06%
Max drawdown-30.98%
SIP · Monthly122 contributions
$100 every month
$28,847+$16,647 · +136.45%
Total invested$12,200
Money-weighted (XIRR)+16.47%
Max drawdown-28.12%
SIP · Biweekly261 contributions
$100 every two weeks
$61,676+$35,576 · +136.31%
Total invested$26,100
Money-weighted (XIRR)+16.50%
Max drawdown-28.50%
Best 12-month stretch+83.79%Mar 2020 → Mar 2021
Worst 12-month stretch-22.40%Oct 2022 → Oct 2023
Deepest drawdown-30.98%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,422on $10,000, trailing 10 years
Growth of your contributions
It would be worth$77,050after your settings in NDAQ
Profit+$54,850+247.07% on money in
Annualised return+16.89%Money-weighted (XIRR)
Deepest dip-29.85%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.71% | +9.05% | +6.93% | +6.41% | +24.62% p.a. | +8.45% p.a. | +17.06% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +0.60% | +16.76% | +8.71% | +34.73% | +24.62% | +60.13% | -11.19% | -3.66% | +36.44% | +25.10% | -3.84% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,360 | +$60 | +0.59% |
| 2017 | $11,500 | $13,397 | +$1,897 | +16.49% |
| 2018 | $12,800 | $15,810 | +$3,010 | +23.51% |
| 2019 | $14,000 | $22,678 | +$8,678 | +61.99% |
| 2020 | $15,200 | $29,651 | +$14,451 | +95.07% |
| 2021 | $16,400 | $48,949 | +$32,549 | +198.47% |
| 2022 | $17,600 | $44,755 | +$27,155 | +154.29% |
| 2023 | $18,800 | $44,428 | +$25,628 | +136.32% |
| 2024 | $20,100 | $62,193 | +$42,093 | +209.42% |
| 2025 | $21,300 | $79,167 | +$57,867 | +271.67% |
| 2026 (YTD) | $22,200 | $77,050 | +$54,850 | +247.07% |