The Walt Disney Company (DIS) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$12,310+$2,310 · +23.10%
Total invested$10,000
Annualised (CAGR)+2.10%
Max drawdown-59.76%
SIP · Monthly122 contributions
$100 every month
$11,787-$413 · -3.39%
Total invested$12,200
Money-weighted (XIRR)-0.69%
Max drawdown-41.94%
SIP · Biweekly261 contributions
$100 every two weeks
$25,241-$859 · -3.29%
Total invested$26,100
Money-weighted (XIRR)-0.67%
Max drawdown-42.13%
Best 12-month stretch+122.31%Mar 2020 → Mar 2021
Worst 12-month stretch-46.91%Jul 2021 → Jul 2022
Deepest drawdown-59.76%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$987on $10,000, trailing 10 years
Growth of your contributions
It would be worth$24,096after your settings in DIS
Profit+$1,896+8.54% on money in
Annualised return+1.13%Money-weighted (XIRR)
Deepest dip-52.97%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-0.39% | +5.43% | +9.41% | -5.38% | +9.30% p.a. | -9.38% p.a. | +2.10% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +13.55% | +4.76% | +3.57% | +35.29% | +23.67% | -14.51% | -43.91% | +4.26% | +24.23% | +1.73% | -5.50% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,676 | +$1,376 | +13.35% |
| 2017 | $11,500 | $13,466 | +$1,966 | +17.10% |
| 2018 | $12,800 | $15,280 | +$2,480 | +19.38% |
| 2019 | $14,000 | $22,033 | +$8,033 | +57.38% |
| 2020 | $15,200 | $29,024 | +$13,824 | +90.95% |
| 2021 | $16,400 | $25,872 | +$9,472 | +57.76% |
| 2022 | $17,600 | $15,440 | -$2,160 | -12.27% |
| 2023 | $18,800 | $17,284 | -$1,516 | -8.06% |
| 2024 | $20,100 | $22,899 | +$2,799 | +13.93% |
| 2025 | $21,300 | $24,528 | +$3,228 | +15.16% |
| 2026 (YTD) | $22,200 | $24,096 | +$1,896 | +8.54% |