JPMorgan Chase & Co. (JPM) Growth of $10K (Lump Sum & DCA)JPMJPMorgan Chase & Co.NYSEFinancials$337.53$-2.47 -0.73%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
$65,921+$55,921 · +559.21%
Total invested$10,000
Annualised (CAGR)+20.79%
Max drawdown-39.64%
SIP · Monthly122 contributions
$100 every month
$35,575+$23,375 · +191.60%
Total invested$12,200
Money-weighted (XIRR)+20.36%
Max drawdown-37.91%
SIP · Biweekly261 contributions
$100 every two weeks
$76,034+$49,934 · +191.32%
Total invested$26,100
Money-weighted (XIRR)+20.40%
Max drawdown-38.05%
Best 12-month stretch+97.14%May 2020 → May 2021
Worst 12-month stretch-35.77%Oct 2021 → Oct 2022
Deepest drawdown-39.64%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,752on $10,000, trailing 10 years
Growth of your contributions
It would be worth$101,495after your settings in JPM
Profit+$79,295+357.19% on money in
Annualised return+20.67%Money-weighted (XIRR)
Deepest dip-39.09%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-5.62% | +3.04% | +20.49% | +8.84% | +35.61% p.a. | +18.08% p.a. | +20.79% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +30.53% | +26.76% | -2.91% | +41.44% | -5.42% | +27.75% | -12.64% | +30.63% | +46.44% | +36.62% | +5.17% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $13,516 | +$3,116 | +29.96% |
| 2017 | $11,600 | $18,534 | +$6,934 | +59.78% |
| 2018 | $12,800 | $19,115 | +$6,315 | +49.34% |
| 2019 | $14,000 | $28,531 | +$14,531 | +103.79% |
| 2020 | $15,200 | $28,443 | +$13,243 | +87.13% |
| 2021 | $16,400 | $37,565 | +$21,165 | +129.05% |
| 2022 | $17,700 | $34,195 | +$16,495 | +93.19% |
| 2023 | $18,900 | $46,092 | +$27,192 | +143.88% |
| 2024 | $20,100 | $68,927 | +$48,827 | +242.92% |
| 2025 | $21,300 | $95,590 | +$74,290 | +348.78% |
| 2026 (YTD) | $22,200 | $101,495 | +$79,295 | +357.19% |