Duke Energy Corporation (DUK) Growth of $10K (Lump Sum & DCA)DUKDuke Energy CorporationNYSEUtilities$114.17$-2.57 -2.20%Sep 24, 2026 close © 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$21,405+$11,405 · +114.05%
Total invested$10,000
Annualised (CAGR)+7.92%
Max drawdown-33.22%
SIP · Monthly122 contributions
$100 every month
$18,104+$5,904 · +48.40%
Total invested$12,200
Money-weighted (XIRR)+7.69%
Max drawdown-31.78%
SIP · Biweekly261 contributions
$100 every two weeks
$38,780+$12,680 · +48.58%
Total invested$26,100
Money-weighted (XIRR)+7.73%
Max drawdown-31.91%
Best 12-month stretch+44.71%Oct 2023 → Oct 2024
Worst 12-month stretch-21.36%Mar 2019 → Mar 2020
Deepest drawdown-33.22%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,880on $10,000, trailing 10 years
Growth of your contributions
It would be worth$39,509after your settings in DUK
Profit+$17,309+77.97% on money in
Annualised return+7.84%Money-weighted (XIRR)
Deepest dip-32.83%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-5.06% | -10.30% | -10.63% | -3.94% | +13.19% p.a. | +7.08% p.a. | +7.92% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -1.92% | +12.96% | +6.26% | +10.50% | +5.71% | +19.11% | +2.03% | -1.63% | +15.60% | +12.90% | -0.24% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $10,213 | -$187 | -1.79% |
| 2017 | $11,600 | $12,760 | +$1,160 | +10.00% |
| 2018 | $12,800 | $14,860 | +$2,060 | +16.10% |
| 2019 | $14,000 | $17,649 | +$3,649 | +26.07% |
| 2020 | $15,200 | $19,924 | +$4,724 | +31.08% |
| 2021 | $16,400 | $25,037 | +$8,637 | +52.67% |
| 2022 | $17,700 | $26,848 | +$9,148 | +51.68% |
| 2023 | $18,900 | $27,687 | +$8,787 | +46.49% |
| 2024 | $20,100 | $33,268 | +$13,168 | +65.51% |
| 2025 | $21,300 | $38,768 | +$17,468 | +82.01% |
| 2026 (YTD) | $22,200 | $39,509 | +$17,309 | +77.97% |