Allegion Public Limited Company (ALLE) Growth of $10K (Lump Sum & DCA)ALLEAllegion Public Limited CompanyNYSEIndustrials$153.77$-1.66 -1.07%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
$25,897+$15,897 · +158.97%
Total invested$10,000
Annualised (CAGR)+10.00%
Max drawdown-40.19%
SIP · Monthly122 contributions
$100 every month
$18,920+$6,720 · +55.08%
Total invested$12,200
Money-weighted (XIRR)+8.53%
Max drawdown-37.77%
SIP · Biweekly261 contributions
$100 every two weeks
$40,450+$14,350 · +54.98%
Total invested$26,100
Money-weighted (XIRR)+8.54%
Max drawdown-38.58%
Best 12-month stretch+60.46%Oct 2023 → Oct 2024
Worst 12-month stretch-35.10%Aug 2021 → Aug 2022
Deepest drawdown-40.19%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,008on $10,000, trailing 10 years
Growth of your contributions
It would be worth$44,817after your settings in ALLE
Profit+$22,617+101.88% on money in
Annualised return+9.54%Money-weighted (XIRR)
Deepest dip-39.61%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-1.78% | +9.77% | +9.85% | -12.27% | +15.53% p.a. | +4.62% p.a. | +10.00% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -4.13% | +25.32% | +0.91% | +57.42% | -4.88% | +15.06% | -19.26% | +22.32% | +4.26% | +24.57% | -3.34% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,873 | -$427 | -4.15% |
| 2017 | $11,500 | $13,606 | +$2,106 | +18.32% |
| 2018 | $12,800 | $14,986 | +$2,186 | +17.08% |
| 2019 | $14,000 | $25,067 | +$11,067 | +79.05% |
| 2020 | $15,200 | $25,194 | +$9,994 | +65.75% |
| 2021 | $16,400 | $30,219 | +$13,819 | +84.26% |
| 2022 | $17,600 | $25,583 | +$7,983 | +45.36% |
| 2023 | $18,800 | $32,692 | +$13,892 | +73.90% |
| 2024 | $20,100 | $35,392 | +$15,292 | +76.08% |
| 2025 | $21,300 | $45,385 | +$24,085 | +113.07% |
| 2026 (YTD) | $22,200 | $44,817 | +$22,617 | +101.88% |