Rockwell Automation, Inc. (ROK) 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
$43,682+$33,682 · +336.82%
Total invested$10,000
Annualised (CAGR)+15.91%
Max drawdown-44.98%
SIP · Monthly122 contributions
$100 every month
$25,904+$13,704 · +112.33%
Total invested$12,200
Money-weighted (XIRR)+14.46%
Max drawdown-41.30%
SIP · Biweekly261 contributions
$100 every two weeks
$55,371+$29,271 · +112.15%
Total invested$26,100
Money-weighted (XIRR)+14.48%
Max drawdown-41.44%
Best 12-month stretch+107.55%Mar 2020 → Mar 2021
Worst 12-month stretch-30.14%Jul 2021 → Jul 2022
Deepest drawdown-44.98%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,655on $10,000, trailing 10 years
Growth of your contributions
It would be worth$69,586after your settings in ROK
Profit+$47,386+213.45% on money in
Annualised return+15.50%Money-weighted (XIRR)
Deepest dip-43.95%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+0.35% | -7.43% | +20.00% | +26.26% | +16.41% p.a. | +9.48% p.a. | +15.91% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +12.97% | +48.87% | -21.97% | +38.15% | +26.19% | +41.21% | -24.78% | +22.63% | -7.22% | +43.24% | +10.28% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,608 | +$1,308 | +12.70% |
| 2017 | $11,500 | $18,736 | +$7,236 | +62.92% |
| 2018 | $12,800 | $15,738 | +$2,938 | +22.95% |
| 2019 | $14,000 | $23,182 | +$9,182 | +65.59% |
| 2020 | $15,200 | $30,737 | +$15,537 | +102.22% |
| 2021 | $16,400 | $44,873 | +$28,473 | +173.61% |
| 2022 | $17,600 | $35,027 | +$17,427 | +99.02% |
| 2023 | $18,800 | $44,256 | +$25,456 | +135.40% |
| 2024 | $20,100 | $42,402 | +$22,302 | +110.95% |
| 2025 | $21,300 | $62,248 | +$40,948 | +192.25% |
| 2026 (YTD) | $22,200 | $69,586 | +$47,386 | +213.45% |