Morgan Stanley (MS) Growth of $10K (Lump Sum & DCA)MSMorgan StanleyNYSEFinancials$198.39$-7.73 -3.75%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
$81,986+$71,986 · +719.86%
Total invested$10,000
Annualised (CAGR)+23.46%
Max drawdown-48.07%
SIP · Monthly122 contributions
$100 every month
$43,177+$30,977 · +253.91%
Total invested$12,200
Money-weighted (XIRR)+23.95%
Max drawdown-45.62%
SIP · Biweekly261 contributions
$100 every two weeks
$92,285+$66,185 · +253.58%
Total invested$26,100
Money-weighted (XIRR)+24.00%
Max drawdown-45.84%
Best 12-month stretch+187.54%Mar 2020 → Mar 2021
Worst 12-month stretch-27.75%Mar 2018 → Mar 2019
Deepest drawdown-48.07%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$7,408on $10,000, trailing 10 years
Growth of your contributions
It would be worth$125,163after your settings in MS
Profit+$102,963+463.80% on money in
Annualised return+23.57%Money-weighted (XIRR)
Deepest dip-47.54%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-7.63% | -5.92% | +26.62% | +26.72% | +38.76% p.a. | +18.69% p.a. | +23.46% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +32.57% | +26.61% | -19.55% | +27.57% | +37.87% | +46.65% | -10.34% | +13.93% | +39.98% | +48.48% | +10.86% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $13,720 | +$3,320 | +31.92% |
| 2017 | $11,600 | $18,741 | +$7,141 | +61.56% |
| 2018 | $12,800 | $16,102 | +$3,302 | +25.79% |
| 2019 | $14,000 | $21,951 | +$7,951 | +56.79% |
| 2020 | $15,200 | $31,988 | +$16,788 | +110.45% |
| 2021 | $16,400 | $48,245 | +$31,845 | +194.18% |
| 2022 | $17,700 | $44,550 | +$26,850 | +151.69% |
| 2023 | $18,900 | $52,078 | +$33,178 | +175.54% |
| 2024 | $20,100 | $74,408 | +$54,308 | +270.19% |
| 2025 | $21,300 | $112,060 | +$90,760 | +426.10% |
| 2026 (YTD) | $22,200 | $125,163 | +$102,963 | +463.80% |