Brown & Brown, Inc. (BRO) Growth of $10K (Lump Sum & DCA)BROBrown & Brown, Inc.NYSEFinancials$61.77+$0.87 +1.43%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
$35,251+$25,251 · +252.51%
Total invested$10,000
Annualised (CAGR)+13.45%
Max drawdown-53.77%
SIP · Monthly122 contributions
$100 every month
$18,113+$5,913 · +48.47%
Total invested$12,200
Money-weighted (XIRR)+7.70%
Max drawdown-51.14%
SIP · Biweekly261 contributions
$100 every two weeks
$38,739+$12,639 · +48.43%
Total invested$26,100
Money-weighted (XIRR)+7.71%
Max drawdown-50.97%
Best 12-month stretch+69.48%Feb 2019 → Feb 2020
Worst 12-month stretch-49.73%May 2025 → May 2026
Deepest drawdown-53.77%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,227on $10,000, trailing 10 years
Growth of your contributions
It would be worth$53,364after your settings in BRO
Profit+$31,164+140.38% on money in
Annualised return+11.90%Money-weighted (XIRR)
Deepest dip-52.91%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-13.51% | -11.55% | -5.85% | -34.32% | -3.86% p.a. | +1.31% p.a. | +13.45% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +17.84% | +16.15% | +7.63% | +46.20% | +20.55% | +49.31% | -18.39% | +25.73% | +43.72% | -23.10% | -19.82% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,117 | +$1,817 | +17.64% |
| 2017 | $11,500 | $15,446 | +$3,946 | +34.32% |
| 2018 | $12,800 | $17,919 | +$5,119 | +39.99% |
| 2019 | $14,000 | $27,628 | +$13,628 | +97.34% |
| 2020 | $15,200 | $34,655 | +$19,455 | +127.99% |
| 2021 | $16,400 | $53,327 | +$36,927 | +225.16% |
| 2022 | $17,600 | $44,626 | +$27,026 | +153.56% |
| 2023 | $18,800 | $57,426 | +$38,626 | +205.45% |
| 2024 | $20,100 | $83,979 | +$63,879 | +317.81% |
| 2025 | $21,300 | $65,512 | +$44,212 | +207.57% |
| 2026 (YTD) | $22,200 | $53,364 | +$31,164 | +140.38% |