AES Corporation (AES) Growth of $10K (Lump Sum & DCA)AESAES CorporationNYSEUtilities$14.90+$0.04 +0.27%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
$18,784+$8,784 · +87.84%
Total invested$10,000
Annualised (CAGR)+6.52%
Max drawdown-62.29%
SIP · Monthly122 contributions
$100 every month
$14,219+$2,019 · +16.55%
Total invested$12,200
Money-weighted (XIRR)+3.02%
Max drawdown-52.38%
SIP · Biweekly261 contributions
$100 every two weeks
$30,435+$4,335 · +16.61%
Total invested$26,100
Money-weighted (XIRR)+3.04%
Max drawdown-52.23%
Best 12-month stretch+129.16%Mar 2020 → Mar 2021
Worst 12-month stretch-50.68%May 2024 → May 2025
Deepest drawdown-62.29%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,223on $10,000, trailing 10 years
Growth of your contributions
It would be worth$33,003after your settings in AES
Profit+$10,803+48.66% on money in
Annualised return+5.41%Money-weighted (XIRR)
Deepest dip-58.98%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+0.74% | +3.42% | +6.75% | +7.28% | +11.55% p.a. | -5.42% p.a. | +6.52% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +1.20% | -2.69% | +40.75% | +39.71% | +22.76% | +5.95% | +21.69% | -30.88% | -28.45% | +18.90% | +4.22% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,422 | +$122 | +1.18% |
| 2017 | $11,500 | $11,330 | -$170 | -1.48% |
| 2018 | $12,800 | $17,463 | +$4,663 | +36.43% |
| 2019 | $14,000 | $25,816 | +$11,816 | +84.40% |
| 2020 | $15,200 | $33,444 | +$18,244 | +120.03% |
| 2021 | $16,400 | $36,582 | +$20,182 | +123.06% |
| 2022 | $17,600 | $45,995 | +$28,395 | +161.33% |
| 2023 | $18,800 | $32,972 | +$14,172 | +75.38% |
| 2024 | $20,100 | $24,629 | +$4,529 | +22.53% |
| 2025 | $21,300 | $30,781 | +$9,481 | +44.51% |
| 2026 (YTD) | $22,200 | $33,003 | +$10,803 | +48.66% |