American Electric Power Company, Inc. (AEP) Growth of $10K (Lump Sum & DCA)AEPAmerican Electric Power Company, Inc.NASDAQUtilities$118.64$-0.66 -0.55%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
$27,251+$17,251 · +172.51%
Total invested$10,000
Annualised (CAGR)+10.56%
Max drawdown-31.14%
SIP · Monthly122 contributions
$100 every month
$20,505+$8,305 · +68.07%
Total invested$12,200
Money-weighted (XIRR)+10.06%
Max drawdown-28.36%
SIP · Biweekly261 contributions
$100 every two weeks
$43,791+$17,691 · +67.78%
Total invested$26,100
Money-weighted (XIRR)+10.05%
Max drawdown-29.28%
Best 12-month stretch+44.80%Oct 2023 → Sep 2024
Worst 12-month stretch-22.89%Sep 2022 → Sep 2023
Deepest drawdown-31.14%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,978on $10,000, trailing 10 years
Growth of your contributions
It would be worth$47,756after your settings in AEP
Profit+$25,556+115.12% on money in
Annualised return+10.40%Money-weighted (XIRR)
Deepest dip-30.46%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.71% | -13.69% | -9.25% | +7.24% | +22.43% p.a. | +11.23% p.a. | +10.56% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +2.85% | +20.95% | +3.55% | +31.21% | -7.89% | +10.68% | +10.38% | -10.98% | +17.95% | +30.20% | +4.80% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,596 | +$296 | +2.88% |
| 2017 | $11,500 | $14,110 | +$2,610 | +22.69% |
| 2018 | $12,800 | $15,993 | +$3,193 | +24.94% |
| 2019 | $14,000 | $22,285 | +$8,285 | +59.18% |
| 2020 | $15,200 | $21,732 | +$6,532 | +42.97% |
| 2021 | $16,400 | $25,342 | +$8,942 | +54.52% |
| 2022 | $17,600 | $29,190 | +$11,590 | +65.85% |
| 2023 | $18,800 | $27,164 | +$8,364 | +44.49% |
| 2024 | $20,100 | $33,377 | +$13,277 | +66.05% |
| 2025 | $21,300 | $44,755 | +$23,455 | +110.12% |
| 2026 (YTD) | $22,200 | $47,756 | +$25,556 | +115.12% |