PTC Inc. (PTC) 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
$30,540+$20,540 · +205.40%
Total invested$10,000
Annualised (CAGR)+11.83%
Max drawdown-54.37%
SIP · Monthly122 contributions
$100 every month
$17,219+$5,019 · +41.14%
Total invested$12,200
Money-weighted (XIRR)+6.73%
Max drawdown-44.61%
SIP · Biweekly261 contributions
$100 every two weeks
$36,801+$10,701 · +41.00%
Total invested$26,100
Money-weighted (XIRR)+6.73%
Max drawdown-44.37%
Best 12-month stretch+167.62%Mar 2020 → Mar 2021
Worst 12-month stretch-47.97%Mar 2019 → Mar 2020
Deepest drawdown-54.37%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$47,759after your settings in PTC
Profit+$25,559+115.13% on money in
Annualised return+10.40%Money-weighted (XIRR)
Deepest dip-50.27%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-0.51% | +12.65% | -1.65% | -30.89% | -0.01% p.a. | +3.18% p.a. | +11.83% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +0.72% | +31.34% | +34.26% | -7.55% | +58.57% | +1.29% | -0.92% | +45.75% | +5.48% | -7.82% | -17.52% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,367 | +$67 | +0.65% |
| 2017 | $11,500 | $14,921 | +$3,421 | +29.75% |
| 2018 | $12,800 | $21,302 | +$8,502 | +66.42% |
| 2019 | $14,000 | $20,846 | +$6,846 | +48.90% |
| 2020 | $15,200 | $34,862 | +$19,662 | +129.35% |
| 2021 | $16,400 | $36,428 | +$20,028 | +122.12% |
| 2022 | $17,600 | $37,367 | +$19,767 | +112.31% |
| 2023 | $18,800 | $56,012 | +$37,212 | +197.94% |
| 2024 | $20,100 | $60,403 | +$40,303 | +200.51% |
| 2025 | $21,300 | $56,816 | +$35,516 | +166.74% |
| 2026 (YTD) | $22,200 | $47,759 | +$25,559 | +115.13% |