Everest Group, Ltd. (EG) Growth of $10K (Lump Sum & DCA)EGEverest Group, Ltd.NYSEFinancials$368.72+$3.55 +0.97%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
$23,947+$13,947 · +139.47%
Total invested$10,000
Annualised (CAGR)+9.14%
Max drawdown-42.99%
SIP · Monthly122 contributions
$100 every month
$18,358+$6,158 · +50.48%
Total invested$12,200
Money-weighted (XIRR)+7.96%
Max drawdown-39.31%
SIP · Biweekly261 contributions
$100 every two weeks
$39,323+$13,223 · +50.66%
Total invested$26,100
Money-weighted (XIRR)+8.00%
Max drawdown-38.93%
Best 12-month stretch+72.53%Apr 2020 → Apr 2021
Worst 12-month stretch-30.30%May 2019 → May 2020
Deepest drawdown-42.99%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,129on $10,000, trailing 10 years
Growth of your contributions
It would be worth$42,305after your settings in EG
Profit+$20,105+90.57% on money in
Annualised return+8.76%Money-weighted (XIRR)
Deepest dip-41.89%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-2.66% | -0.17% | +14.02% | +5.16% | -0.25% p.a. | +8.64% p.a. | +9.14% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +14.69% | +4.43% | -1.23% | +32.08% | -13.16% | +19.80% | +23.74% | +8.69% | +5.36% | -7.34% | +12.20% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,788 | +$1,488 | +14.45% |
| 2017 | $11,500 | $13,450 | +$1,950 | +16.96% |
| 2018 | $12,800 | $14,523 | +$1,723 | +13.46% |
| 2019 | $14,000 | $20,565 | +$6,565 | +46.89% |
| 2020 | $15,200 | $19,172 | +$3,972 | +26.13% |
| 2021 | $16,400 | $24,270 | +$7,870 | +47.99% |
| 2022 | $17,600 | $31,435 | +$13,835 | +78.61% |
| 2023 | $18,800 | $35,344 | +$16,544 | +88.00% |
| 2024 | $20,100 | $38,503 | +$18,403 | +91.56% |
| 2025 | $21,300 | $36,848 | +$15,548 | +72.99% |
| 2026 (YTD) | $22,200 | $42,305 | +$20,105 | +90.57% |