Comfort Systems USA, Inc. (FIX) Growth of $10K (Lump Sum & DCA)FIXComfort Systems USA, Inc.NYSEIndustrials$1654.09$-10.96 -0.66%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
$615,908+$605,908 · +6059.08%
Total invested$10,000
Annualised (CAGR)+51.09%
Max drawdown-46.30%
SIP · Monthly122 contributions
$100 every month
$285,843+$273,643 · +2242.97%
Total invested$12,200
Money-weighted (XIRR)+59.96%
Max drawdown-45.26%
SIP · Biweekly261 contributions
$100 every two weeks
$612,004+$585,904 · +2244.84%
Total invested$26,100
Money-weighted (XIRR)+60.15%
Max drawdown-45.24%
Best 12-month stretch+379.31%Mar 2025 → Mar 2026
Worst 12-month stretch-42.16%Apr 2019 → Apr 2020
Deepest drawdown-46.30%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,139on $10,000, trailing 10 years
Growth of your contributions
It would be worth$901,751after your settings in FIX
Profit+$879,551+3961.94% on money in
Annualised return+53.00%Money-weighted (XIRR)
Deepest dip-45.38%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+2.72% | -4.96% | +16.82% | +102.62% | +115.26% p.a. | +85.13% p.a. | +51.09% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +17.00% | +32.13% | +3.06% | +10.96% | +8.18% | +88.98% | +16.98% | +79.62% | +118.84% | +124.54% | +65.04% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,019 | +$1,719 | +16.69% |
| 2017 | $11,500 | $17,340 | +$5,840 | +50.79% |
| 2018 | $12,800 | $19,112 | +$6,312 | +49.31% |
| 2019 | $14,000 | $22,446 | +$8,446 | +60.33% |
| 2020 | $15,200 | $25,756 | +$10,556 | +69.45% |
| 2021 | $16,400 | $50,259 | +$33,859 | +206.46% |
| 2022 | $17,600 | $60,226 | +$42,626 | +242.19% |
| 2023 | $18,800 | $109,790 | +$90,990 | +483.99% |
| 2024 | $20,100 | $242,102 | +$222,002 | +1104.49% |
| 2025 | $21,300 | $545,790 | +$524,490 | +2462.40% |
| 2026 (YTD) | $22,200 | $901,751 | +$879,551 | +3961.94% |