Ferguson Enterprises Inc. (FERG) Growth of $10K (Lump Sum & DCA)FERGFerguson Enterprises Inc.NYSE$221.17+$5.03 +2.33%Sep 24, 2026 close © 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$46,036+$36,036 · +360.36%
Total invested$10,000
Annualised (CAGR)+16.52%
Max drawdown-55.35%
SIP · Monthly122 contributions
$100 every month
$28,826+$16,626 · +136.28%
Total invested$12,200
Money-weighted (XIRR)+16.45%
Max drawdown-54.28%
SIP · Biweekly261 contributions
$100 every two weeks
$61,517+$35,417 · +135.70%
Total invested$26,100
Money-weighted (XIRR)+16.45%
Max drawdown-53.69%
Best 12-month stretch+185.77%Mar 2020 → Mar 2021
Worst 12-month stretch-29.46%Oct 2021 → Oct 2022
Deepest drawdown-55.35%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,673on $10,000, trailing 10 years
Growth of your contributions
It would be worth$74,862after your settings in FERG
Profit+$52,662+237.22% on money in
Annualised return+16.49%Money-weighted (XIRR)
Deepest dip-55.08%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-3.20% | -6.96% | -0.85% | -0.58% | +12.40% p.a. | +12.11% p.a. | +16.52% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +6.23% | +21.88% | -12.71% | +45.35% | +32.45% | +56.42% | -27.17% | +55.10% | -8.26% | +31.30% | -0.60% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $11,051 | +$651 | +6.26% |
| 2017 | $11,600 | $14,835 | +$3,235 | +27.89% |
| 2018 | $12,800 | $13,996 | +$1,196 | +9.34% |
| 2019 | $14,000 | $21,845 | +$7,845 | +56.04% |
| 2020 | $15,200 | $30,623 | +$15,423 | +101.46% |
| 2021 | $16,400 | $49,512 | +$33,112 | +201.90% |
| 2022 | $17,700 | $37,420 | +$19,720 | +111.41% |
| 2023 | $18,900 | $59,563 | +$40,663 | +215.15% |
| 2024 | $20,100 | $55,680 | +$35,580 | +177.02% |
| 2025 | $21,300 | $74,461 | +$53,161 | +249.58% |
| 2026 (YTD) | $22,200 | $74,862 | +$52,662 | +237.22% |