American Express Company (AXP) Growth of $10K (Lump Sum & DCA)AXPAmerican Express CompanyNYSE$301.96$-11.63 -3.71%Sep 24, 2026 close © 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$54,107+$44,107 · +441.07%
Total invested$10,000
Annualised (CAGR)+18.42%
Max drawdown-45.53%
SIP · Monthly122 contributions
$100 every month
$28,894+$16,694 · +136.84%
Total invested$12,200
Money-weighted (XIRR)+16.50%
Max drawdown-44.31%
SIP · Biweekly261 contributions
$100 every two weeks
$61,908+$35,808 · +137.20%
Total invested$26,100
Money-weighted (XIRR)+16.57%
Max drawdown-44.35%
Best 12-month stretch+99.43%Mar 2020 → Mar 2021
Worst 12-month stretch-32.60%Apr 2019 → Mar 2020
Deepest drawdown-45.53%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,279on $10,000, trailing 10 years
Growth of your contributions
It would be worth$83,001after your settings in AXP
Profit+$60,801+273.88% on money in
Annualised return+17.90%Money-weighted (XIRR)
Deepest dip-45.27%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-9.38% | -11.04% | +3.93% | -10.68% | +28.08% p.a. | +13.08% p.a. | +18.42% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +16.26% | +36.22% | +0.16% | +29.40% | -1.57% | +36.88% | -8.52% | +28.67% | +64.10% | +24.29% | -18.51% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $12,058 | +$1,658 | +15.95% |
| 2017 | $11,600 | $17,833 | +$6,233 | +53.73% |
| 2018 | $12,800 | $19,039 | +$6,239 | +48.74% |
| 2019 | $14,000 | $25,932 | +$11,932 | +85.23% |
| 2020 | $15,200 | $26,924 | +$11,724 | +77.13% |
| 2021 | $16,400 | $38,129 | +$21,729 | +132.49% |
| 2022 | $17,700 | $36,098 | +$18,398 | +103.94% |
| 2023 | $18,900 | $47,821 | +$28,921 | +153.02% |
| 2024 | $20,100 | $79,967 | +$59,867 | +297.85% |
| 2025 | $21,300 | $100,842 | +$79,542 | +373.44% |
| 2026 (YTD) | $22,200 | $83,001 | +$60,801 | +273.88% |