DTE Energy Company (DTE) Growth of $10K (Lump Sum & DCA)DTEDTE Energy CompanyNYSEUtilities$121.80$-0.59 -0.48%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
$21,709+$11,709 · +117.09%
Total invested$10,000
Annualised (CAGR)+8.07%
Max drawdown-37.81%
SIP · Monthly122 contributions
$100 every month
$16,596+$4,396 · +36.03%
Total invested$12,200
Money-weighted (XIRR)+6.02%
Max drawdown-35.95%
SIP · Biweekly261 contributions
$100 every two weeks
$35,471+$9,371 · +35.90%
Total invested$26,100
Money-weighted (XIRR)+6.02%
Max drawdown-36.30%
Best 12-month stretch+62.26%Mar 2020 → Mar 2021
Worst 12-month stretch-31.24%Mar 2019 → Mar 2020
Deepest drawdown-37.81%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,675on $10,000, trailing 10 years
Growth of your contributions
It would be worth$38,305after your settings in DTE
Profit+$16,105+72.55% on money in
Annualised return+7.42%Money-weighted (XIRR)
Deepest dip-37.35%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-9.68% | -20.22% | -16.31% | -10.01% | +12.41% p.a. | +4.74% p.a. | +8.07% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +8.22% | +14.59% | +3.91% | +20.92% | -2.21% | +19.35% | +1.24% | -2.81% | +14.27% | +10.84% | -4.22% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,141 | +$841 | +8.17% |
| 2017 | $11,500 | $14,032 | +$2,532 | +22.02% |
| 2018 | $12,800 | $15,942 | +$3,142 | +24.55% |
| 2019 | $14,000 | $20,531 | +$6,531 | +46.65% |
| 2020 | $15,200 | $21,399 | +$6,199 | +40.78% |
| 2021 | $16,400 | $26,827 | +$10,427 | +63.58% |
| 2022 | $17,600 | $28,321 | +$10,721 | +60.91% |
| 2023 | $18,800 | $28,778 | +$9,978 | +53.08% |
| 2024 | $20,100 | $34,266 | +$14,166 | +70.48% |
| 2025 | $21,300 | $39,167 | +$17,867 | +83.88% |
| 2026 (YTD) | $22,200 | $38,305 | +$16,105 | +72.55% |