Northern Trust Corporation (NTRS) Growth of $10K (Lump Sum & DCA)NTRSNorthern Trust CorporationNASDAQFinancials$169.36$-3.58 -2.07%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
$30,837+$20,837 · +208.37%
Total invested$10,000
Annualised (CAGR)+11.94%
Max drawdown-49.65%
SIP · Monthly122 contributions
$100 every month
$24,702+$12,502 · +102.47%
Total invested$12,200
Money-weighted (XIRR)+13.57%
Max drawdown-35.68%
SIP · Biweekly261 contributions
$100 every two weeks
$53,102+$27,002 · +103.46%
Total invested$26,100
Money-weighted (XIRR)+13.69%
Max drawdown-36.79%
Best 12-month stretch+84.79%Apr 2025 → Apr 2026
Worst 12-month stretch-34.71%Oct 2021 → Oct 2022
Deepest drawdown-49.65%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,697on $10,000, trailing 10 years
Growth of your contributions
It would be worth$55,539after your settings in NTRS
Profit+$33,339+150.17% on money in
Annualised return+12.44%Money-weighted (XIRR)
Deepest dip-44.69%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-9.25% | -3.59% | +20.18% | +30.62% | +39.98% p.a. | +11.25% p.a. | +11.94% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +24.35% | +14.18% | -13.50% | +27.74% | -8.54% | +31.65% | -23.82% | -1.02% | +26.58% | +38.56% | +23.43% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,771 | +$2,471 | +23.99% |
| 2017 | $11,500 | $15,912 | +$4,412 | +38.37% |
| 2018 | $12,800 | $14,867 | +$2,067 | +16.15% |
| 2019 | $14,000 | $20,349 | +$6,349 | +45.35% |
| 2020 | $15,200 | $19,982 | +$4,782 | +31.46% |
| 2021 | $16,400 | $27,624 | +$11,224 | +68.44% |
| 2022 | $17,600 | $22,100 | +$4,500 | +25.57% |
| 2023 | $18,800 | $23,178 | +$4,378 | +23.28% |
| 2024 | $20,100 | $30,874 | +$10,774 | +53.60% |
| 2025 | $21,300 | $44,232 | +$22,932 | +107.66% |
| 2026 (YTD) | $22,200 | $55,539 | +$33,339 | +150.17% |