Broadridge Financial Solutions Inc (BR) Growth of $10K (Lump Sum & DCA)BRBroadridge Financial Solutions IncNYSEIndustrials$161.10+$0.15 +0.09%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$28,692+$18,692 · +186.92%
Total invested$10,000
Annualised (CAGR)+11.13%
Max drawdown-47.19%
SIP · Monthly122 contributions
$100 every month
$16,520+$4,320 · +35.41%
Total invested$12,200
Money-weighted (XIRR)+5.93%
Max drawdown-43.93%
SIP · Biweekly261 contributions
$100 every two weeks
$35,287+$9,187 · +35.20%
Total invested$26,100
Money-weighted (XIRR)+5.92%
Max drawdown-44.02%
Best 12-month stretch+77.43%Aug 2017 → Aug 2018
Worst 12-month stretch-41.21%Jun 2025 → Jun 2026
Deepest drawdown-47.19%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,890on $10,000, trailing 10 years
Growth of your contributions
It would be worth$45,212after your settings in BR
Profit+$23,012+103.66% on money in
Annualised return+9.66%Money-weighted (XIRR)
Deepest dip-46.06%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-6.81% | +12.60% | +1.40% | -29.79% | -1.82% p.a. | +0.86% p.a. | +11.13% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -0.38% | +39.10% | +8.56% | +30.10% | +25.94% | +21.12% | -25.26% | +56.23% | +13.20% | -2.30% | -25.57% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,273 | -$27 | -0.27% |
| 2017 | $11,500 | $15,768 | +$4,268 | +37.11% |
| 2018 | $12,800 | $18,284 | +$5,484 | +42.85% |
| 2019 | $14,000 | $25,056 | +$11,056 | +78.97% |
| 2020 | $15,200 | $33,033 | +$17,833 | +117.32% |
| 2021 | $16,400 | $41,364 | +$24,964 | +152.22% |
| 2022 | $17,600 | $32,000 | +$14,400 | +81.82% |
| 2023 | $18,800 | $51,556 | +$32,756 | +174.24% |
| 2024 | $20,100 | $59,805 | +$39,705 | +197.54% |
| 2025 | $21,300 | $59,547 | +$38,247 | +179.56% |
| 2026 (YTD) | $22,200 | $45,212 | +$23,012 | +103.66% |