Evergy, Inc. (EVRG) Growth of $10K (Lump Sum & DCA)EVRGEvergy, Inc.NASDAQUtilities$78.44$-0.29 -0.37%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
$19,993+$9,993 · +99.93%
Total invested$10,000
Annualised (CAGR)+7.18%
Max drawdown-34.83%
SIP · Monthly122 contributions
$100 every month
$19,531+$7,331 · +60.09%
Total invested$12,200
Money-weighted (XIRR)+9.13%
Max drawdown-33.08%
SIP · Biweekly261 contributions
$100 every two weeks
$41,809+$15,709 · +60.19%
Total invested$26,100
Money-weighted (XIRR)+9.17%
Max drawdown-33.45%
Best 12-month stretch+46.84%Feb 2024 → Feb 2025
Worst 12-month stretch-22.96%Feb 2020 → Feb 2021
Deepest drawdown-34.83%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,923on $10,000, trailing 10 years
Growth of your contributions
It would be worth$39,524after your settings in EVRG
Profit+$17,324+78.03% on money in
Annualised return+7.85%Money-weighted (XIRR)
Deepest dip-34.33%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-3.80% | -10.25% | -3.72% | +5.95% | +22.11% p.a. | +9.10% p.a. | +7.18% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +0.85% | -3.45% | +9.22% | +17.31% | -9.46% | +27.99% | -4.89% | -13.28% | +23.42% | +23.44% | +10.06% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,384 | +$84 | +0.82% |
| 2017 | $11,500 | $11,237 | -$263 | -2.29% |
| 2018 | $12,800 | $13,635 | +$835 | +6.52% |
| 2019 | $14,000 | $17,274 | +$3,274 | +23.38% |
| 2020 | $15,200 | $16,825 | +$1,625 | +10.69% |
| 2021 | $16,400 | $22,887 | +$6,487 | +39.56% |
| 2022 | $17,600 | $22,954 | +$5,354 | +30.42% |
| 2023 | $18,800 | $21,030 | +$2,230 | +11.86% |
| 2024 | $20,100 | $27,411 | +$7,311 | +36.37% |
| 2025 | $21,300 | $35,109 | +$13,809 | +64.83% |
| 2026 (YTD) | $22,200 | $39,524 | +$17,324 | +78.03% |