U.S. Bancorp (USB) Growth of $10K (Lump Sum & DCA)USBU.S. BancorpNYSEFinancials$57.76$-0.38 -0.65%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
$19,148+$9,148 · +91.48%
Total invested$10,000
Annualised (CAGR)+6.72%
Max drawdown-51.38%
SIP · Monthly122 contributions
$100 every month
$18,310+$6,110 · +50.08%
Total invested$12,200
Money-weighted (XIRR)+7.90%
Max drawdown-42.30%
SIP · Biweekly261 contributions
$100 every two weeks
$39,352+$13,252 · +50.77%
Total invested$26,100
Money-weighted (XIRR)+8.01%
Max drawdown-41.84%
Best 12-month stretch+110.06%May 2020 → May 2021
Worst 12-month stretch-39.29%Mar 2022 → Mar 2023
Deepest drawdown-51.38%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,815on $10,000, trailing 10 years
Growth of your contributions
It would be worth$37,458after your settings in USB
Profit+$15,258+68.73% on money in
Annualised return+7.12%Money-weighted (XIRR)
Deepest dip-47.27%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-8.00% | -5.55% | +11.05% | +24.78% | +27.34% p.a. | +2.93% p.a. | +6.72% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +18.18% | +6.61% | -10.19% | +28.68% | -16.76% | +24.32% | -19.13% | +4.79% | +18.11% | +15.25% | +10.16% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,144 | +$1,844 | +17.90% |
| 2017 | $11,500 | $14,180 | +$2,680 | +23.30% |
| 2018 | $12,800 | $13,923 | +$1,123 | +8.78% |
| 2019 | $14,000 | $19,249 | +$5,249 | +37.49% |
| 2020 | $15,200 | $17,489 | +$2,289 | +15.06% |
| 2021 | $16,400 | $22,964 | +$6,564 | +40.02% |
| 2022 | $17,600 | $19,669 | +$2,069 | +11.75% |
| 2023 | $18,800 | $22,060 | +$3,260 | +17.34% |
| 2024 | $20,100 | $27,539 | +$7,439 | +37.01% |
| 2025 | $21,300 | $33,167 | +$11,867 | +55.72% |
| 2026 (YTD) | $22,200 | $37,458 | +$15,258 | +68.73% |