Oracle Corp (ORCL) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$42,728+$32,728 · +327.28%
Total invested$10,000
Annualised (CAGR)+15.66%
Max drawdown-62.32%
SIP · Monthly122 contributions
$100 every month
$26,746+$14,546 · +119.23%
Total invested$12,200
Money-weighted (XIRR)+15.05%
Max drawdown-61.16%
SIP · Biweekly261 contributions
$100 every two weeks
$57,166+$31,066 · +119.03%
Total invested$26,100
Money-weighted (XIRR)+15.08%
Max drawdown-61.08%
Best 12-month stretch+91.33%Aug 2024 → Aug 2025
Worst 12-month stretch-52.55%Jul 2025 → Jul 2026
Deepest drawdown-62.32%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,182on $10,000, trailing 10 years
Growth of your contributions
It would be worth$69,475after your settings in ORCL
Profit+$47,275+212.95% on money in
Annualised return+15.48%Money-weighted (XIRR)
Deepest dip-61.88%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.17% | -2.33% | +4.23% | -48.42% | +12.28% p.a. | +11.54% p.a. | +15.66% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -1.73% | +24.94% | +0.38% | +17.06% | +22.45% | +36.89% | -4.65% | +30.94% | +59.68% | +18.84% | -25.42% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $10,225 | -$175 | -1.68% |
| 2017 | $11,600 | $13,994 | +$2,394 | +20.64% |
| 2018 | $12,800 | $15,229 | +$2,429 | +18.97% |
| 2019 | $14,000 | $19,032 | +$5,032 | +35.94% |
| 2020 | $15,200 | $24,725 | +$9,525 | +62.66% |
| 2021 | $16,400 | $35,166 | +$18,766 | +114.43% |
| 2022 | $17,700 | $34,940 | +$17,240 | +97.40% |
| 2023 | $18,900 | $46,983 | +$28,083 | +148.59% |
| 2024 | $20,100 | $76,467 | +$56,367 | +280.43% |
| 2025 | $21,300 | $92,095 | +$70,795 | +332.37% |
| 2026 (YTD) | $22,200 | $69,475 | +$47,275 | +212.95% |