Apollo Global Management, Inc. (APO) Growth of $10K (Lump Sum & DCA)APOApollo Global Management, Inc.NYSEFinancials$114.34$-1.72 -1.48%Oct 2, 2026 close © 2026 WallStMonk. All rights reserved. v0.17.12Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$90,225+$80,225 · +802.25%
Total invested$10,000
Annualised (CAGR)+24.65%
Max drawdown-46.38%
SIP · Monthly122 contributions
$100 every month
$34,775+$22,575 · +185.04%
Total invested$12,200
Money-weighted (XIRR)+19.94%
Max drawdown-44.36%
SIP · Biweekly261 contributions
$100 every two weeks
$74,604+$48,504 · +185.84%
Total invested$26,100
Money-weighted (XIRR)+20.05%
Max drawdown-44.70%
Best 12-month stretch+117.36%Oct 2020 → Oct 2021
Worst 12-month stretch-34.04%Oct 2021 → Oct 2022
Deepest drawdown-46.38%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$10,353on $10,000, trailing 10 years
Growth of your contributions
It would be worth$124,999after your settings in APO
Profit+$102,799+463.06% on money in
Annualised return+23.55%Money-weighted (XIRR)
Deepest dip-45.99%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-14.46% | -3.19% | +7.72% | -7.67% | +9.79% p.a. | +14.07% p.a. | +24.65% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +5.79% | +85.29% | -19.40% | +98.03% | +8.91% | +53.25% | -9.59% | +49.44% | +84.12% | -12.06% | -21.03% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,880 | +$580 | +5.64% |
| 2017 | $11,500 | $21,729 | +$10,229 | +88.95% |
| 2018 | $12,800 | $18,594 | +$5,794 | +45.27% |
| 2019 | $14,000 | $38,521 | +$24,521 | +175.15% |
| 2020 | $15,200 | $43,339 | +$28,139 | +185.12% |
| 2021 | $16,400 | $67,953 | +$51,553 | +314.35% |
| 2022 | $17,600 | $62,761 | +$45,161 | +256.60% |
| 2023 | $18,800 | $95,321 | +$76,521 | +407.03% |
| 2024 | $20,100 | $177,368 | +$157,268 | +782.43% |
| 2025 | $21,300 | $157,246 | +$135,946 | +638.24% |
| 2026 (YTD) | $22,200 | $124,999 | +$102,799 | +463.06% |