Hewlett Packard Enterprise Company (HPE) 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
$65,032+$55,032 · +550.32%
Total invested$10,000
Annualised (CAGR)+20.62%
Max drawdown-51.85%
SIP · Monthly122 contributions
$100 every month
$58,636+$46,436 · +380.62%
Total invested$12,200
Money-weighted (XIRR)+29.62%
Max drawdown-46.35%
SIP · Biweekly261 contributions
$100 every two weeks
$125,424+$99,324 · +380.55%
Total invested$26,100
Money-weighted (XIRR)+29.70%
Max drawdown-46.26%
Best 12-month stretch+183.24%Aug 2025 → Aug 2026
Worst 12-month stretch-45.42%Oct 2019 → Oct 2020
Deepest drawdown-51.85%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,530on $10,000, trailing 10 years
Growth of your contributions
It would be worth$123,668after your settings in HPE
Profit+$101,468+457.06% on money in
Annualised return+23.40%Money-weighted (XIRR)
Deepest dip-47.85%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+23.18% | +55.35% | +161.03% | +166.24% | +60.10% p.a. | +37.76% p.a. | +20.62% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +3.86% | +8.58% | -1.40% | +17.79% | -21.49% | +37.37% | +4.49% | +9.72% | +31.98% | +13.76% | +167.49% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,684 | +$384 | +3.73% |
| 2017 | $11,500 | $12,873 | +$1,373 | +11.94% |
| 2018 | $12,800 | $13,845 | +$1,045 | +8.16% |
| 2019 | $14,000 | $17,575 | +$3,575 | +25.54% |
| 2020 | $15,200 | $15,217 | +$17 | +0.11% |
| 2021 | $16,400 | $22,223 | +$5,823 | +35.51% |
| 2022 | $17,600 | $24,519 | +$6,919 | +39.31% |
| 2023 | $18,800 | $28,183 | +$9,383 | +49.91% |
| 2024 | $20,100 | $38,766 | +$18,666 | +92.87% |
| 2025 | $21,300 | $45,557 | +$24,257 | +113.88% |
| 2026 (YTD) | $22,200 | $123,668 | +$101,468 | +457.06% |