Emerson Electric Co. (EMR) 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
$37,574+$27,574 · +275.74%
Total invested$10,000
Annualised (CAGR)+14.18%
Max drawdown-42.94%
SIP · Monthly122 contributions
$100 every month
$26,026+$13,826 · +113.33%
Total invested$12,200
Money-weighted (XIRR)+14.54%
Max drawdown-38.96%
SIP · Biweekly261 contributions
$100 every two weeks
$55,801+$29,701 · +113.80%
Total invested$26,100
Money-weighted (XIRR)+14.63%
Max drawdown-39.71%
Best 12-month stretch+106.89%Mar 2020 → Mar 2021
Worst 12-month stretch-33.80%Apr 2019 → Mar 2020
Deepest drawdown-42.94%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,873on $10,000, trailing 10 years
Growth of your contributions
It would be worth$63,600after your settings in EMR
Profit+$41,400+186.49% on money in
Annualised return+14.28%Money-weighted (XIRR)
Deepest dip-41.91%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+1.49% | +11.92% | +18.64% | +16.90% | +19.90% p.a. | +12.16% p.a. | +14.18% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +6.80% | +29.05% | -11.92% | +31.88% | +8.38% | +18.19% | +5.74% | +3.75% | +29.22% | +11.90% | +15.49% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,985 | +$685 | +6.65% |
| 2017 | $11,500 | $15,574 | +$4,074 | +35.43% |
| 2018 | $12,800 | $14,849 | +$2,049 | +16.01% |
| 2019 | $14,000 | $20,968 | +$6,968 | +49.77% |
| 2020 | $15,200 | $24,251 | +$9,051 | +59.55% |
| 2021 | $16,400 | $29,875 | +$13,475 | +82.16% |
| 2022 | $17,600 | $32,900 | +$15,300 | +86.93% |
| 2023 | $18,800 | $35,450 | +$16,650 | +88.56% |
| 2024 | $20,100 | $47,292 | +$27,192 | +135.28% |
| 2025 | $21,300 | $54,227 | +$32,927 | +154.59% |
| 2026 (YTD) | $22,200 | $63,600 | +$41,400 | +186.49% |