Citizens Financial Group, Inc. (CFG) Growth of $10K (Lump Sum & DCA)CFGCitizens Financial Group, Inc.NYSEFinancials$63.70$-0.06 -0.09%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
$36,345+$26,345 · +263.45%
Total invested$10,000
Annualised (CAGR)+13.80%
Max drawdown-61.21%
SIP · Monthly122 contributions
$100 every month
$25,769+$13,569 · +111.22%
Total invested$12,200
Money-weighted (XIRR)+14.36%
Max drawdown-54.18%
SIP · Biweekly261 contributions
$100 every two weeks
$55,316+$29,216 · +111.94%
Total invested$26,100
Money-weighted (XIRR)+14.46%
Max drawdown-54.27%
Best 12-month stretch+181.06%Mar 2020 → Mar 2021
Worst 12-month stretch-49.08%Apr 2019 → Mar 2020
Deepest drawdown-61.21%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,608on $10,000, trailing 10 years
Growth of your contributions
It would be worth$62,114after your settings in CFG
Profit+$39,914+179.79% on money in
Annualised return+13.96%Money-weighted (XIRR)
Deepest dip-57.28%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-10.00% | -9.67% | +5.88% | +21.92% | +40.18% p.a. | +9.82% p.a. | +13.80% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +40.36% | +19.91% | -22.82% | +31.06% | -5.10% | +37.02% | -13.37% | -11.01% | +40.53% | +38.39% | +9.49% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $14,397 | +$4,097 | +39.77% |
| 2017 | $11,500 | $18,651 | +$7,151 | +62.18% |
| 2018 | $12,800 | $15,444 | +$2,644 | +20.66% |
| 2019 | $14,000 | $21,612 | +$7,612 | +54.37% |
| 2020 | $15,200 | $22,201 | +$7,001 | +46.06% |
| 2021 | $16,400 | $31,696 | +$15,296 | +93.27% |
| 2022 | $17,600 | $28,630 | +$11,030 | +62.67% |
| 2023 | $18,800 | $26,835 | +$8,035 | +42.74% |
| 2024 | $20,100 | $39,284 | +$19,184 | +95.44% |
| 2025 | $21,300 | $55,916 | +$34,616 | +162.52% |
| 2026 (YTD) | $22,200 | $62,114 | +$39,914 | +179.79% |