Marsh (MRSH) Growth of $10K (Lump Sum & DCA)MRSHMarshNYSEFinancials$170.73+$0.31 +0.18%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
$30,171+$20,171 · +201.71%
Total invested$10,000
Annualised (CAGR)+11.69%
Max drawdown-32.76%
SIP · Monthly122 contributions
$100 every month
$18,658+$6,458 · +52.93%
Total invested$12,200
Money-weighted (XIRR)+8.26%
Max drawdown-29.95%
SIP · Biweekly261 contributions
$100 every two weeks
$39,853+$13,753 · +52.69%
Total invested$26,100
Money-weighted (XIRR)+8.26%
Max drawdown-30.86%
Best 12-month stretch+63.68%Oct 2020 → Oct 2021
Worst 12-month stretch-30.23%May 2025 → May 2026
Deepest drawdown-32.76%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,458on $10,000, trailing 10 years
Growth of your contributions
It would be worth$48,828after your settings in MRSH
Profit+$26,628+119.95% on money in
Annualised return+10.70%Money-weighted (XIRR)
Deepest dip-32.08%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-8.08% | -3.83% | -1.16% | -13.76% | -2.58% p.a. | +3.28% p.a. | +11.69% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +1.41% | +22.73% | +0.07% | +42.63% | +6.41% | +50.83% | -3.45% | +16.15% | +13.14% | -12.25% | -4.94% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,439 | +$139 | +1.35% |
| 2017 | $11,500 | $14,089 | +$2,589 | +22.51% |
| 2018 | $12,800 | $15,364 | +$2,564 | +20.03% |
| 2019 | $14,000 | $23,304 | +$9,304 | +66.46% |
| 2020 | $15,200 | $26,117 | +$10,917 | +71.82% |
| 2021 | $16,400 | $40,911 | +$24,511 | +149.46% |
| 2022 | $17,600 | $40,747 | +$23,147 | +131.52% |
| 2023 | $18,800 | $48,591 | +$29,791 | +158.46% |
| 2024 | $20,100 | $56,284 | +$36,184 | +180.02% |
| 2025 | $21,300 | $50,439 | +$29,139 | +136.80% |
| 2026 (YTD) | $22,200 | $48,828 | +$26,628 | +119.95% |