Halliburton Company (HAL) Growth of $10K (Lump Sum & DCA)HALHalliburton CompanyNYSEEnergy$31.80+$0.26 +0.82%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
$8,341-$1,659 · -16.59%
Total invested$10,000
Annualised (CAGR)-1.80%
Max drawdown-90.63%
SIP · Monthly122 contributions
$100 every month
$15,803+$3,603 · +29.53%
Total invested$12,200
Money-weighted (XIRR)+5.08%
Max drawdown-74.45%
SIP · Biweekly261 contributions
$100 every two weeks
$33,994+$7,894 · +30.24%
Total invested$26,100
Money-weighted (XIRR)+5.20%
Max drawdown-75.73%
Best 12-month stretch+336.31%Mar 2020 → Mar 2021
Worst 12-month stretch-81.76%Mar 2019 → Mar 2020
Deepest drawdown-90.63%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$1,259on $10,000, trailing 10 years
Growth of your contributions
It would be worth$24,144after your settings in HAL
Profit+$1,944+8.75% on money in
Annualised return+1.15%Money-weighted (XIRR)
Deepest dip-86.48%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-14.22% | -3.07% | -15.95% | +33.46% | -4.18% p.a. | +7.96% p.a. | -1.80% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +17.32% | -8.18% | -40.79% | -10.00% | -22.15% | +21.99% | +74.45% | -6.47% | -21.81% | +10.11% | +8.92% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,062 | +$1,762 | +17.10% |
| 2017 | $11,500 | $12,361 | +$861 | +7.49% |
| 2018 | $12,800 | $8,223 | -$4,577 | -35.76% |
| 2019 | $14,000 | $8,696 | -$5,304 | -37.89% |
| 2020 | $15,200 | $8,598 | -$6,602 | -43.44% |
| 2021 | $16,400 | $11,757 | -$4,643 | -28.31% |
| 2022 | $17,600 | $21,932 | +$4,332 | +24.61% |
| 2023 | $18,800 | $21,719 | +$2,919 | +15.53% |
| 2024 | $20,100 | $18,094 | -$2,006 | -9.98% |
| 2025 | $21,300 | $21,434 | +$134 | +0.63% |
| 2026 (YTD) | $22,200 | $24,144 | +$1,944 | +8.75% |