Bank of America Corporation (BAC) Growth of $10K (Lump Sum & DCA)BACBank of America CorporationNYSEFinancials$56.00$-0.20 -0.36%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
$44,733+$34,733 · +347.33%
Total invested$10,000
Annualised (CAGR)+16.19%
Max drawdown-46.43%
SIP · Monthly122 contributions
$100 every month
$24,140+$11,940 · +97.87%
Total invested$12,200
Money-weighted (XIRR)+13.14%
Max drawdown-41.77%
SIP · Biweekly261 contributions
$100 every two weeks
$51,525+$25,425 · +97.41%
Total invested$26,100
Money-weighted (XIRR)+13.13%
Max drawdown-41.94%
Best 12-month stretch+105.77%Oct 2020 → Oct 2021
Worst 12-month stretch-36.39%Mar 2022 → Mar 2023
Deepest drawdown-46.43%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,051on $10,000, trailing 10 years
Growth of your contributions
It would be worth$68,873after your settings in BAC
Profit+$46,673+210.24% on money in
Annualised return+15.36%Money-weighted (XIRR)
Deepest dip-43.34%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-9.68% | -2.75% | +20.46% | +9.55% | +30.13% p.a. | +8.03% p.a. | +16.19% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +41.74% | +35.69% | -11.75% | +39.54% | -10.82% | +49.61% | -23.82% | +4.83% | +36.47% | +27.75% | +1.69% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $14,654 | +$4,254 | +40.90% |
| 2017 | $11,600 | $21,322 | +$9,722 | +83.81% |
| 2018 | $12,800 | $19,878 | +$7,078 | +55.29% |
| 2019 | $14,000 | $29,174 | +$15,174 | +108.39% |
| 2020 | $15,200 | $27,432 | +$12,232 | +80.48% |
| 2021 | $16,400 | $42,395 | +$25,995 | +158.51% |
| 2022 | $17,700 | $33,482 | +$15,782 | +89.16% |
| 2023 | $18,900 | $36,474 | +$17,574 | +92.98% |
| 2024 | $20,100 | $51,162 | +$31,062 | +154.54% |
| 2025 | $21,300 | $66,814 | +$45,514 | +213.68% |
| 2026 (YTD) | $22,200 | $68,873 | +$46,673 | +210.24% |