Elevance Health, Inc. (ELV) Growth of $10K (Lump Sum & DCA)ELVElevance Health, Inc.NYSEFinancials$388.82$-3.91 -1.00%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
$36,607+$26,607 · +266.07%
Total invested$10,000
Annualised (CAGR)+13.88%
Max drawdown-49.90%
SIP · Monthly122 contributions
$100 every month
$16,778+$4,578 · +37.52%
Total invested$12,200
Money-weighted (XIRR)+6.23%
Max drawdown-45.94%
SIP · Biweekly261 contributions
$100 every two weeks
$35,912+$9,812 · +37.59%
Total invested$26,100
Money-weighted (XIRR)+6.26%
Max drawdown-45.82%
Best 12-month stretch+87.26%Mar 2020 → Mar 2021
Worst 12-month stretch-47.87%Jul 2024 → Jul 2025
Deepest drawdown-49.90%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,891on $10,000, trailing 10 years
Growth of your contributions
It would be worth$53,385after your settings in ELV
Profit+$31,185+140.47% on money in
Annualised return+11.91%Money-weighted (XIRR)
Deepest dip-48.80%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.17% | -6.55% | +30.38% | +13.14% | -3.16% p.a. | +1.62% p.a. | +13.88% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +18.48% | +58.72% | +12.39% | +20.17% | +9.61% | +46.12% | +11.83% | -6.89% | -20.15% | -2.81% | +11.37% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,173 | +$1,873 | +18.19% |
| 2017 | $11,500 | $20,814 | +$9,314 | +80.99% |
| 2018 | $12,800 | $24,715 | +$11,915 | +93.09% |
| 2019 | $14,000 | $30,990 | +$16,990 | +121.36% |
| 2020 | $15,200 | $35,392 | +$20,192 | +132.84% |
| 2021 | $16,400 | $53,218 | +$36,818 | +224.50% |
| 2022 | $17,600 | $60,795 | +$43,195 | +245.43% |
| 2023 | $18,800 | $57,842 | +$39,042 | +207.67% |
| 2024 | $20,100 | $47,189 | +$27,089 | +134.77% |
| 2025 | $21,300 | $47,068 | +$25,768 | +120.98% |
| 2026 (YTD) | $22,200 | $53,385 | +$31,185 | +140.47% |