Otis Worldwide Corporation (OTIS) 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
$15,826+$5,826 · +58.26%
Total invested$10,000
Annualised (CAGR)+7.28%
Max drawdown-36.96%
SIP · Monthly80 contributions
$100 every month
$6,927-$1,073 · -13.42%
Total invested$8,000
Money-weighted (XIRR)-4.39%
Max drawdown-22.91%
SIP · Biweekly171 contributions
$100 every two weeks
$14,825-$2,275 · -13.31%
Total invested$17,100
Money-weighted (XIRR)-4.36%
Max drawdown-22.79%
Best 12-month stretch+63.46%May 2020 → May 2021
Worst 12-month stretch-28.22%Sep 2025 → Sep 2026
Deepest drawdown-36.96%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$1,867on $10,000, trailing 10 years
Growth of your contributions
It would be worth$22,752after your settings in OTIS
Profit+$4,752+26.40% on money in
Annualised return+4.62%Money-weighted (XIRR)
Deepest dip-31.85%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-9.68% | -11.53% | -16.39% | -28.22% | -5.15% p.a. | -3.50% p.a. | — |
Calendar-year returns
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +51.61% | +30.41% | -8.76% | +16.04% | +5.48% | -3.20% | -25.97% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2020 | $11,000 | $16,350 | +$5,350 | +48.64% |
| 2021 | $12,200 | $22,681 | +$10,481 | +85.91% |
| 2022 | $13,400 | $21,956 | +$8,556 | +63.85% |
| 2023 | $14,600 | $26,772 | +$12,172 | +83.37% |
| 2024 | $15,900 | $29,507 | +$13,607 | +85.58% |
| 2025 | $17,100 | $29,710 | +$12,610 | +73.75% |
| 2026 (YTD) | $18,000 | $22,752 | +$4,752 | +26.40% |