Nextra Energy, Inc. (NEE) Growth of $10K (Lump Sum & DCA)NEENextra Energy, Inc.NYSEUtilities$75.74$-0.15 -0.20%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
$32,135+$22,135 · +221.35%
Total invested$10,000
Annualised (CAGR)+12.40%
Max drawdown-43.94%
SIP · Monthly122 contributions
$100 every month
$18,595+$6,395 · +52.42%
Total invested$12,200
Money-weighted (XIRR)+8.20%
Max drawdown-36.25%
SIP · Biweekly261 contributions
$100 every two weeks
$39,602+$13,502 · +51.73%
Total invested$26,100
Money-weighted (XIRR)+8.14%
Max drawdown-36.35%
Best 12-month stretch+72.00%Oct 2023 → Sep 2024
Worst 12-month stretch-32.88%Oct 2022 → Oct 2023
Deepest drawdown-43.94%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,346on $10,000, trailing 10 years
Growth of your contributions
It would be worth$50,731after your settings in NEE
Profit+$28,531+128.52% on money in
Annualised return+11.22%Money-weighted (XIRR)
Deepest dip-40.84%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-9.22% | -13.62% | -17.48% | -2.68% | +18.19% p.a. | +1.56% p.a. | +12.40% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -1.12% | +34.40% | +13.46% | +42.66% | +31.06% | +23.39% | -8.54% | -25.29% | +21.97% | +15.93% | -4.37% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,195 | -$105 | -1.02% |
| 2017 | $11,500 | $15,078 | +$3,578 | +31.11% |
| 2018 | $12,800 | $18,486 | +$5,686 | +44.42% |
| 2019 | $14,000 | $27,774 | +$13,774 | +98.39% |
| 2020 | $15,200 | $37,832 | +$22,632 | +148.89% |
| 2021 | $16,400 | $48,104 | +$31,704 | +193.31% |
| 2022 | $17,600 | $45,254 | +$27,654 | +157.12% |
| 2023 | $18,800 | $34,889 | +$16,089 | +85.58% |
| 2024 | $20,100 | $43,897 | +$23,797 | +118.39% |
| 2025 | $21,300 | $52,226 | +$30,926 | +145.19% |
| 2026 (YTD) | $22,200 | $50,731 | +$28,531 | +128.52% |