Factset Research Systems (FDS) 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
$19,122+$9,122 · +91.22%
Total invested$10,000
Annualised (CAGR)+6.71%
Max drawdown-59.79%
SIP · Monthly122 contributions
$100 every month
$12,302+$102 · +0.83%
Total invested$12,200
Money-weighted (XIRR)+0.17%
Max drawdown-55.18%
SIP · Biweekly261 contributions
$100 every two weeks
$26,212+$112 · +0.43%
Total invested$26,100
Money-weighted (XIRR)+0.09%
Max drawdown-55.30%
Best 12-month stretch+48.68%Apr 2018 → Apr 2019
Worst 12-month stretch-57.27%Feb 2025 → Feb 2026
Deepest drawdown-59.79%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,122on $10,000, trailing 10 years
Growth of your contributions
It would be worth$31,423after your settings in FDS
Profit+$9,223+41.55% on money in
Annualised return+4.74%Money-weighted (XIRR)
Deepest dip-58.17%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-10.60% | +8.35% | +19.59% | -2.67% | -14.81% p.a. | -6.64% p.a. | +6.71% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +4.17% | +19.44% | +4.97% | +35.76% | +24.95% | +47.49% | -16.75% | +19.99% | +0.51% | -39.33% | -3.93% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,720 | +$420 | +4.07% |
| 2017 | $11,500 | $14,160 | +$2,660 | +23.13% |
| 2018 | $12,800 | $16,129 | +$3,329 | +26.01% |
| 2019 | $14,000 | $23,153 | +$9,153 | +65.38% |
| 2020 | $15,200 | $30,252 | +$15,052 | +99.02% |
| 2021 | $16,400 | $46,270 | +$29,870 | +182.13% |
| 2022 | $17,600 | $39,691 | +$22,091 | +125.51% |
| 2023 | $18,800 | $48,999 | +$30,199 | +160.63% |
| 2024 | $20,100 | $50,641 | +$30,541 | +151.94% |
| 2025 | $21,300 | $31,650 | +$10,350 | +48.59% |
| 2026 (YTD) | $22,200 | $31,423 | +$9,223 | +41.55% |