A.O. Smith Corporation (AOS) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$13,409+$3,409 · +34.09%
Total invested$10,000
Annualised (CAGR)+2.98%
Max drawdown-46.81%
SIP · Monthly122 contributions
$100 every month
$12,710+$510 · +4.18%
Total invested$12,200
Money-weighted (XIRR)+0.81%
Max drawdown-36.20%
SIP · Biweekly261 contributions
$100 every two weeks
$27,259+$1,159 · +4.44%
Total invested$26,100
Money-weighted (XIRR)+0.87%
Max drawdown-35.82%
Best 12-month stretch+98.12%Mar 2020 → Mar 2021
Worst 12-month stretch-35.18%May 2018 → May 2019
Deepest drawdown-46.81%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,101on $10,000, trailing 10 years
Growth of your contributions
It would be worth$26,118after your settings in AOS
Profit+$3,918+17.65% on money in
Annualised return+2.23%Money-weighted (XIRR)
Deepest dip-40.32%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-6.80% | -9.58% | -11.37% | -21.44% | -3.91% p.a. | -0.73% p.a. | +2.98% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -4.99% | +30.78% | -27.00% | +9.32% | +18.18% | +59.28% | -32.07% | +46.68% | -15.44% | +1.64% | -16.11% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,787 | -$513 | -4.98% |
| 2017 | $11,500 | $14,151 | +$2,651 | +23.05% |
| 2018 | $12,800 | $11,353 | -$1,447 | -11.31% |
| 2019 | $14,000 | $13,602 | -$398 | -2.84% |
| 2020 | $15,200 | $17,490 | +$2,290 | +15.07% |
| 2021 | $16,400 | $29,379 | +$12,979 | +79.14% |
| 2022 | $17,600 | $21,089 | +$3,489 | +19.82% |
| 2023 | $18,800 | $32,375 | +$13,575 | +72.21% |
| 2024 | $20,100 | $28,486 | +$8,386 | +41.72% |
| 2025 | $21,300 | $30,166 | +$8,866 | +41.63% |
| 2026 (YTD) | $22,200 | $26,118 | +$3,918 | +17.65% |