Cvs Health Corporation (CVS) Growth of $10K (Lump Sum & DCA)CVSCvs Health CorporationNYSEConsumer Staples$85.69$-1.41 -1.62%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
$13,504+$3,504 · +35.04%
Total invested$10,000
Annualised (CAGR)+3.05%
Max drawdown-55.59%
SIP · Monthly122 contributions
$100 every month
$17,090+$4,890 · +40.08%
Total invested$12,200
Money-weighted (XIRR)+6.58%
Max drawdown-39.08%
SIP · Biweekly261 contributions
$100 every two weeks
$36,473+$10,373 · +39.74%
Total invested$26,100
Money-weighted (XIRR)+6.56%
Max drawdown-38.65%
Best 12-month stretch+86.59%Dec 2024 → Dec 2025
Worst 12-month stretch-41.43%Jan 2024 → Dec 2024
Deepest drawdown-55.59%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,588on $10,000, trailing 10 years
Growth of your contributions
It would be worth$30,594after your settings in CVS
Profit+$8,394+37.81% on money in
Annualised return+4.38%Money-weighted (XIRR)
Deepest dip-47.91%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-11.42% | -17.67% | +18.35% | +14.09% | +11.23% p.a. | +3.71% p.a. | +3.05% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -8.22% | -5.75% | -5.19% | +13.86% | -4.21% | +54.87% | -7.63% | -12.53% | -39.61% | +82.56% | +9.44% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,474 | -$826 | -8.02% |
| 2017 | $11,500 | $10,058 | -$1,442 | -12.53% |
| 2018 | $12,800 | $10,797 | -$2,003 | -15.65% |
| 2019 | $14,000 | $13,784 | -$216 | -1.54% |
| 2020 | $15,200 | $14,505 | -$695 | -4.57% |
| 2021 | $16,400 | $23,991 | +$7,591 | +46.29% |
| 2022 | $17,600 | $23,296 | +$5,696 | +32.37% |
| 2023 | $18,800 | $21,683 | +$2,883 | +15.34% |
| 2024 | $20,100 | $14,077 | -$6,023 | -29.96% |
| 2025 | $21,300 | $27,134 | +$5,834 | +27.39% |
| 2026 (YTD) | $22,200 | $30,594 | +$8,394 | +37.81% |