Block, Inc. (XYZ) 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
$64,051+$54,051 · +540.51%
Total invested$10,000
Annualised (CAGR)+20.44%
Max drawdown-85.53%
SIP · Monthly122 contributions
$100 every month
$16,216+$4,016 · +32.92%
Total invested$12,200
Money-weighted (XIRR)+5.57%
Max drawdown-81.94%
SIP · Biweekly261 contributions
$100 every two weeks
$34,618+$8,518 · +32.63%
Total invested$26,100
Money-weighted (XIRR)+5.55%
Max drawdown-81.75%
Best 12-month stretch+490.29%Mar 2020 → Mar 2021
Worst 12-month stretch-79.31%Oct 2021 → Oct 2022
Deepest drawdown-85.53%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$80,267after your settings in XYZ
Profit+$58,067+261.56% on money in
Annualised return+17.45%Money-weighted (XIRR)
Deepest dip-85.03%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-11.15% | -6.72% | +23.00% | -4.44% | +18.89% p.a. | -21.03% p.a. | +20.44% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +18.73% | +154.37% | +67.81% | +8.28% | +245.46% | -25.79% | -61.09% | +23.09% | +19.15% | -29.31% | +12.86% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,204 | +$1,904 | +18.49% |
| 2017 | $11,500 | $32,963 | +$21,463 | +186.64% |
| 2018 | $12,800 | $56,627 | +$43,827 | +342.40% |
| 2019 | $14,000 | $62,416 | +$48,416 | +345.83% |
| 2020 | $15,200 | $218,389 | +$203,189 | +1336.77% |
| 2021 | $16,400 | $162,892 | +$146,492 | +893.25% |
| 2022 | $17,600 | $64,303 | +$46,703 | +265.36% |
| 2023 | $18,800 | $80,650 | +$61,850 | +328.99% |
| 2024 | $20,100 | $97,775 | +$77,675 | +386.44% |
| 2025 | $21,300 | $70,269 | +$48,969 | +229.90% |
| 2026 (YTD) | $22,200 | $80,267 | +$58,067 | +261.56% |