Carrier Global Corporation (CARR) Growth of $10K (Lump Sum & DCA)CARRCarrier Global CorporationNYSEIndustrials$54.86$-0.52 -0.94%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
$46,861+$36,861 · +368.61%
Total invested$10,000
Annualised (CAGR)+26.66%
Max drawdown-40.47%
SIP · Monthly80 contributions
$100 every month
$10,139+$2,139 · +26.73%
Total invested$8,000
Money-weighted (XIRR)+7.18%
Max drawdown-32.04%
SIP · Biweekly171 contributions
$100 every two weeks
$21,613+$4,513 · +26.39%
Total invested$17,100
Money-weighted (XIRR)+7.13%
Max drawdown-31.93%
Best 12-month stretch+223.83%Mar 2020 → Mar 2021
Worst 12-month stretch-34.77%Oct 2021 → Oct 2022
Deepest drawdown-40.47%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,420on $10,000, trailing 10 years
Growth of your contributions
It would be worth$57,000after your settings in CARR
Profit+$39,000+216.67% on money in
Annualised return+23.46%Money-weighted (XIRR)
Deepest dip-39.00%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-8.12% | -21.43% | -0.82% | -6.62% | +1.73% p.a. | +2.73% p.a. | — |
Calendar-year returns
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +198.58% | +45.31% | -22.68% | +41.47% | +22.02% | -21.95% | +3.68% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2020 | $11,000 | $31,474 | +$20,474 | +186.12% |
| 2021 | $12,200 | $47,125 | +$34,925 | +286.27% |
| 2022 | $13,400 | $37,642 | +$24,242 | +180.91% |
| 2023 | $14,600 | $54,692 | +$40,092 | +274.60% |
| 2024 | $15,900 | $68,138 | +$52,238 | +328.54% |
| 2025 | $17,100 | $54,200 | +$37,100 | +216.96% |
| 2026 (YTD) | $18,000 | $57,000 | +$39,000 | +216.67% |