Bank of New York Mellon Corporation (BNY) Growth of $10K (Lump Sum & DCA)BNYBank of New York Mellon CorporationNYSEFinancials$143.92$-0.71 -0.49%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
$45,817+$35,817 · +358.17%
Total invested$10,000
Annualised (CAGR)+16.47%
Max drawdown-47.64%
SIP · Monthly122 contributions
$100 every month
$38,257+$26,057 · +213.58%
Total invested$12,200
Money-weighted (XIRR)+21.71%
Max drawdown-36.72%
SIP · Biweekly261 contributions
$100 every two weeks
$81,896+$55,796 · +213.78%
Total invested$26,100
Money-weighted (XIRR)+21.78%
Max drawdown-38.08%
Best 12-month stretch+90.14%Oct 2023 → Oct 2024
Worst 12-month stretch-40.94%Mar 2019 → Mar 2020
Deepest drawdown-47.64%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,545on $10,000, trailing 10 years
Growth of your contributions
It would be worth$84,073after your settings in BNY
Profit+$61,873+278.71% on money in
Annualised return+18.08%Money-weighted (XIRR)
Deepest dip-40.80%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-12.69% | -1.45% | +18.78% | +37.48% | +54.57% p.a. | +24.28% p.a. | +16.47% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +17.30% | +15.68% | -9.26% | +7.51% | -12.80% | +40.55% | -19.14% | +18.52% | +52.10% | +55.51% | +24.60% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,046 | +$1,746 | +16.95% |
| 2017 | $11,500 | $15,236 | +$3,736 | +32.49% |
| 2018 | $12,800 | $15,029 | +$2,229 | +17.41% |
| 2019 | $14,000 | $17,446 | +$3,446 | +24.62% |
| 2020 | $15,200 | $16,598 | +$1,398 | +9.20% |
| 2021 | $16,400 | $24,735 | +$8,335 | +50.82% |
| 2022 | $17,600 | $21,193 | +$3,593 | +20.42% |
| 2023 | $18,800 | $26,515 | +$7,715 | +41.04% |
| 2024 | $20,100 | $41,937 | +$21,837 | +108.64% |
| 2025 | $21,300 | $66,703 | +$45,403 | +213.16% |
| 2026 (YTD) | $22,200 | $84,073 | +$61,873 | +278.71% |