Altria Group, Inc. (MO) Growth of $10K (Lump Sum & DCA)MOAltria Group, Inc.NYSEConsumer Staples$67.34$-1.38 -2.01%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
$21,637+$11,637 · +116.37%
Total invested$10,000
Annualised (CAGR)+8.04%
Max drawdown-49.13%
SIP · Monthly122 contributions
$100 every month
$23,675+$11,475 · +94.06%
Total invested$12,200
Money-weighted (XIRR)+12.77%
Max drawdown-27.28%
SIP · Biweekly261 contributions
$100 every two weeks
$50,721+$24,621 · +94.33%
Total invested$26,100
Money-weighted (XIRR)+12.83%
Max drawdown-27.98%
Best 12-month stretch+61.18%Mar 2020 → Mar 2021
Worst 12-month stretch-35.48%Mar 2019 → Mar 2020
Deepest drawdown-49.13%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,694on $10,000, trailing 10 years
Growth of your contributions
It would be worth$45,312after your settings in MO
Profit+$23,112+104.11% on money in
Annualised return+9.69%Money-weighted (XIRR)
Deepest dip-32.48%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-0.67% | -5.91% | +5.59% | +9.38% | +26.07% p.a. | +16.23% p.a. | +8.04% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +10.20% | +9.45% | -25.80% | +5.32% | -9.70% | +24.18% | +4.37% | -3.70% | +43.05% | +15.58% | +23.19% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,343 | +$1,043 | +10.13% |
| 2017 | $11,500 | $13,685 | +$2,185 | +19.00% |
| 2018 | $12,800 | $11,287 | -$1,513 | -11.82% |
| 2019 | $14,000 | $13,162 | -$838 | -5.98% |
| 2020 | $15,200 | $13,145 | -$2,055 | -13.52% |
| 2021 | $16,400 | $17,585 | +$1,185 | +7.22% |
| 2022 | $17,600 | $19,566 | +$1,966 | +11.17% |
| 2023 | $18,800 | $19,990 | +$1,190 | +6.33% |
| 2024 | $20,100 | $30,138 | +$10,038 | +49.94% |
| 2025 | $21,300 | $36,036 | +$14,736 | +69.18% |
| 2026 (YTD) | $22,200 | $45,312 | +$23,112 | +104.11% |