Amgen Inc. (AMGN) Growth of $10K (Lump Sum & DCA)AMGNAmgen Inc.NASDAQHealth Care$421.51$-2.13 -0.50%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
$33,908+$23,908 · +239.08%
Total invested$10,000
Annualised (CAGR)+13.01%
Max drawdown-23.11%
SIP · Monthly122 contributions
$100 every month
$26,618+$14,418 · +118.18%
Total invested$12,200
Money-weighted (XIRR)+14.97%
Max drawdown-19.91%
SIP · Biweekly261 contributions
$100 every two weeks
$57,148+$31,048 · +118.96%
Total invested$26,100
Money-weighted (XIRR)+15.07%
Max drawdown-20.07%
Best 12-month stretch+58.43%Sep 2025 → Aug 2026
Worst 12-month stretch-14.08%Sep 2024 → Sep 2025
Deepest drawdown-23.11%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,327on $10,000, trailing 10 years
Growth of your contributions
It would be worth$60,527after your settings in AMGN
Profit+$38,327+172.64% on money in
Annualised return+13.61%Money-weighted (XIRR)
Deepest dip-21.48%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-3.60% | +13.32% | +22.77% | +45.42% | +19.99% p.a. | +18.77% p.a. | +13.01% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -12.12% | +22.27% | +15.69% | +25.73% | -0.92% | +0.87% | +20.43% | +13.46% | -6.56% | +29.51% | +31.28% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,076 | -$1,224 | -11.88% |
| 2017 | $11,500 | $12,335 | +$835 | +7.26% |
| 2018 | $12,800 | $15,645 | +$2,845 | +22.23% |
| 2019 | $14,000 | $21,162 | +$7,162 | +51.16% |
| 2020 | $15,200 | $22,188 | +$6,988 | +45.98% |
| 2021 | $16,400 | $23,565 | +$7,165 | +43.69% |
| 2022 | $17,600 | $29,682 | +$12,082 | +68.65% |
| 2023 | $18,800 | $35,102 | +$16,302 | +86.71% |
| 2024 | $20,100 | $33,931 | +$13,831 | +68.81% |
| 2025 | $21,300 | $45,299 | +$23,999 | +112.67% |
| 2026 (YTD) | $22,200 | $60,527 | +$38,327 | +172.64% |