Eversource Energy (ES) Growth of $10K (Lump Sum & DCA)ESEversource EnergyNYSEUtilities$64.16+$0.26 +0.41%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
$17,399+$7,399 · +73.99%
Total invested$10,000
Annualised (CAGR)+5.70%
Max drawdown-40.70%
SIP · Monthly122 contributions
$100 every month
$13,754+$1,554 · +12.73%
Total invested$12,200
Money-weighted (XIRR)+2.37%
Max drawdown-30.71%
SIP · Biweekly261 contributions
$100 every two weeks
$29,380+$3,280 · +12.57%
Total invested$26,100
Money-weighted (XIRR)+2.35%
Max drawdown-30.20%
Best 12-month stretch+46.86%Jun 2018 → Jun 2019
Worst 12-month stretch-30.33%Jan 2023 → Jan 2024
Deepest drawdown-40.70%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,706on $10,000, trailing 10 years
Growth of your contributions
It would be worth$31,153after your settings in ES
Profit+$8,953+40.33% on money in
Annualised return+4.63%Money-weighted (XIRR)
Deepest dip-37.44%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-8.63% | -12.80% | -5.45% | -7.45% | +9.75% p.a. | -1.64% p.a. | +5.70% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +6.19% | +17.97% | +4.85% | +32.94% | +7.23% | +8.19% | -5.06% | -23.43% | -2.66% | +24.45% | -2.47% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,936 | +$636 | +6.17% |
| 2017 | $11,500 | $14,181 | +$2,681 | +23.31% |
| 2018 | $12,800 | $16,267 | +$3,467 | +27.08% |
| 2019 | $14,000 | $22,947 | +$8,947 | +63.91% |
| 2020 | $15,200 | $25,852 | +$10,652 | +70.08% |
| 2021 | $16,400 | $29,269 | +$12,869 | +78.47% |
| 2022 | $17,600 | $28,986 | +$11,386 | +64.69% |
| 2023 | $18,800 | $23,298 | +$4,498 | +23.92% |
| 2024 | $20,100 | $23,924 | +$3,824 | +19.03% |
| 2025 | $21,300 | $31,078 | +$9,778 | +45.91% |
| 2026 (YTD) | $22,200 | $31,153 | +$8,953 | +40.33% |