State Street Corporation (STT) Growth of $10K (Lump Sum & DCA)STTState Street CorporationNYSEFinancials$174.59$-3.19 -1.79%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
$31,979+$21,979 · +219.79%
Total invested$10,000
Annualised (CAGR)+12.35%
Max drawdown-55.65%
SIP · Monthly122 contributions
$100 every month
$30,749+$18,549 · +152.04%
Total invested$12,200
Money-weighted (XIRR)+17.65%
Max drawdown-38.50%
SIP · Biweekly261 contributions
$100 every two weeks
$66,017+$39,917 · +152.94%
Total invested$26,100
Money-weighted (XIRR)+17.77%
Max drawdown-39.74%
Best 12-month stretch+86.66%Mar 2020 → Mar 2021
Worst 12-month stretch-42.49%May 2018 → May 2019
Deepest drawdown-55.65%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,158on $10,000, trailing 10 years
Growth of your contributions
It would be worth$62,728after your settings in STT
Profit+$40,528+182.56% on money in
Annualised return+14.09%Money-weighted (XIRR)
Deepest dip-45.96%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-10.13% | +2.28% | +36.23% | +52.77% | +43.04% p.a. | +17.44% p.a. | +12.35% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +8.08% | +27.84% | -32.80% | +27.85% | -5.32% | +31.03% | -13.75% | +3.54% | +30.55% | +36.11% | +36.85% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,115 | +$815 | +7.91% |
| 2017 | $11,500 | $15,565 | +$4,065 | +35.35% |
| 2018 | $12,800 | $11,430 | -$1,370 | -10.70% |
| 2019 | $14,000 | $16,136 | +$2,136 | +15.26% |
| 2020 | $15,200 | $16,681 | +$1,481 | +9.74% |
| 2021 | $16,400 | $23,196 | +$6,796 | +41.44% |
| 2022 | $17,600 | $21,265 | +$3,665 | +20.82% |
| 2023 | $18,800 | $23,303 | +$4,503 | +23.95% |
| 2024 | $20,100 | $32,017 | +$11,917 | +59.29% |
| 2025 | $21,300 | $45,076 | +$23,776 | +111.62% |
| 2026 (YTD) | $22,200 | $62,728 | +$40,528 | +182.56% |