Raymond James Financial, Inc. (RJF) Growth of $10K (Lump Sum & DCA)RJFRaymond James Financial, Inc.NYSEFinancials$158.02$-1.83 -1.14%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
$46,387+$36,387 · +363.87%
Total invested$10,000
Annualised (CAGR)+16.61%
Max drawdown-41.52%
SIP · Monthly122 contributions
$100 every month
$27,236+$15,036 · +123.24%
Total invested$12,200
Money-weighted (XIRR)+15.39%
Max drawdown-38.87%
SIP · Biweekly261 contributions
$100 every two weeks
$58,448+$32,348 · +123.94%
Total invested$26,100
Money-weighted (XIRR)+15.49%
Max drawdown-38.47%
Best 12-month stretch+123.86%Mar 2020 → Mar 2021
Worst 12-month stretch-31.25%Apr 2019 → Mar 2020
Deepest drawdown-41.52%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,234on $10,000, trailing 10 years
Growth of your contributions
It would be worth$73,623after your settings in RJF
Profit+$51,423+231.63% on money in
Annualised return+16.27%Money-weighted (XIRR)
Deepest dip-40.84%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-11.37% | -2.85% | +11.52% | -4.26% | +18.34% p.a. | +11.97% p.a. | +16.61% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +17.86% | +29.99% | -15.23% | +21.86% | +8.99% | +59.48% | +8.32% | +6.12% | +43.46% | +5.10% | -2.70% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,101 | +$1,801 | +17.49% |
| 2017 | $11,500 | $17,078 | +$5,578 | +48.50% |
| 2018 | $12,800 | $15,590 | +$2,790 | +21.80% |
| 2019 | $14,000 | $20,283 | +$6,283 | +44.88% |
| 2020 | $15,200 | $23,635 | +$8,435 | +55.49% |
| 2021 | $16,400 | $39,091 | +$22,691 | +138.36% |
| 2022 | $17,600 | $43,582 | +$25,982 | +147.63% |
| 2023 | $18,800 | $47,593 | +$28,793 | +153.15% |
| 2024 | $20,100 | $69,918 | +$49,818 | +247.85% |
| 2025 | $21,300 | $74,748 | +$53,448 | +250.93% |
| 2026 (YTD) | $22,200 | $73,623 | +$51,423 | +231.63% |