NiSource Inc. (NI) Growth of $10K (Lump Sum & DCA)NINiSource Inc.NYSEUtilities$39.00$-0.32 -0.81%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
$23,710+$13,710 · +137.10%
Total invested$10,000
Annualised (CAGR)+9.03%
Max drawdown-30.49%
SIP · Monthly122 contributions
$100 every month
$20,159+$7,959 · +65.24%
Total invested$12,200
Money-weighted (XIRR)+9.74%
Max drawdown-27.77%
SIP · Biweekly261 contributions
$100 every two weeks
$43,179+$17,079 · +65.44%
Total invested$26,100
Money-weighted (XIRR)+9.79%
Max drawdown-28.27%
Best 12-month stretch+61.44%Feb 2024 → Feb 2025
Worst 12-month stretch-24.49%Mar 2019 → Mar 2020
Deepest drawdown-30.49%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,062on $10,000, trailing 10 years
Growth of your contributions
It would be worth$43,869after your settings in NI
Profit+$21,669+97.61% on money in
Annualised return+9.25%Money-weighted (XIRR)
Deepest dip-29.63%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-5.77% | -17.90% | -16.81% | -8.64% | +20.38% p.a. | +13.48% p.a. | +9.03% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -1.36% | +19.28% | +2.69% | +10.42% | -13.51% | +24.75% | +2.67% | +0.48% | +42.04% | +19.13% | -5.65% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,167 | -$133 | -1.29% |
| 2017 | $11,500 | $13,377 | +$1,877 | +16.32% |
| 2018 | $12,800 | $15,072 | +$2,272 | +17.75% |
| 2019 | $14,000 | $17,832 | +$3,832 | +27.37% |
| 2020 | $15,200 | $16,588 | +$1,388 | +9.13% |
| 2021 | $16,400 | $22,057 | +$5,657 | +34.50% |
| 2022 | $17,600 | $23,808 | +$6,208 | +35.27% |
| 2023 | $18,800 | $25,129 | +$6,329 | +33.67% |
| 2024 | $20,100 | $37,275 | +$17,175 | +85.45% |
| 2025 | $21,300 | $45,658 | +$24,358 | +114.36% |
| 2026 (YTD) | $22,200 | $43,869 | +$21,669 | +97.61% |