Intuit serves small and midsize businesses with accounting software QuickBooks and online marketing platform Mailchimp. The company also operates retail tax filing tool TurboTax, personal finance platform Credit Karma, and a suite of professional tax offerings for accountants. Founded in the mid-1980s, Intuit enjoys a dominant market share for small-to-midsize business accounting and self-serve tax filing in the US.
The chart shows the growth of an initial investment of $10,000 in Intuit Inc, comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Intuit Inc (INTU) has returned -36.05% so far this year and -22.91% over the past 12 months. Looking at the last ten years, INTU has achieved an annualized return of 14.95%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
INTU
1M-3.80%
6M-36.66%
YTD-36.05%
1Y-22.91%
5Y0.33%
10Y14.95%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Intuit Inc (INTU) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
-24.47%
-18.26%
7.44%
-2.03%
2025
-5.57%
2.24%
-0.63%
2.72%
20.65%
4.94%
-0.45%
-15.16%
4.22%
-1.81%
-5.26%
5.29%
2024
1.46%
4.97%
-1.37%
-4.21%
-7.79%
14.18%
-0.79%
-2.59%
-1.84%
-1.25%
6.07%
-1.34%
2023
6.55%
-3.13%
10.08%
0.21%
-5.13%
9.72%
13.02%
6.12%
-6.31%
-3.11%
15.99%
9.39%
2022
-13.25%
-14.74%
0.99%
-12.88%
-1.34%
-8.27%
19.26%
-3.79%
-9.38%
9.81%
-5.97%
-4.58%
2021
-4.87%
6.74%
-3.35%
5.98%
5.86%
10.97%
7.35%
6.39%
-4.90%
15.66%
3.78%
-3.70%
2020
7.39%
-6.25%
-13.77%
20.42%
9.42%
2.45%
3.01%
11.47%
-5.42%
-4.86%
10.78%
6.70%
2019
12.70%
14.55%
4.56%
-5.09%
-3.03%
6.58%
4.24%
3.50%
-6.79%
-3.81%
-0.39%
1.09%
2018
6.12%
-0.42%
3.55%
6.81%
9.08%
1.00%
0.61%
7.63%
3.39%
-7.80%
1.76%
-9.59%
2017
3.71%
5.87%
-7.86%
7.89%
12.02%
-5.51%
2.53%
2.77%
0.22%
6.16%
3.54%
1.05%
2016
-2.78%
5.19%
5.44%
-0.66%
0.03%
-1.14%
-0.99%
4.26%
0.72%
Performance Indicators
The charts below present risk-adjusted performance metrics for Intuit Inc (INTU) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of INTU compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Intuit Inc volatility is 2.74%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Liabilities And Equity (USD)
36.96B
32.13B
27.78B
27.73B
15.52B
10.93B
6.28B
5.18B
4.07B
4.25B
4.97B
5.20B
5.49B
4.68B
5.11B
5.20B
Equity Attributable To Parent (USD)
19.71B
18.44B
17.27B
16.44B
9.87B
5.11B
3.75B
2.35B
1.35B
1.16B
2.33B
3.08B
3.53B
2.74B
2.62B
2.82B
Equity Attributable To Noncontrolling Interest (USD)
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AI Insight
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