NRG Energy, Inc. (NRG) Growth of $10K (Lump Sum & DCA)NRGNRG Energy, Inc.NYSEUtilities$95.65$-1.52 -1.56%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
$107,172+$97,172 · +971.72%
Total invested$10,000
Annualised (CAGR)+26.81%
Max drawdown-46.26%
SIP · Monthly122 contributions
$100 every month
$35,966+$23,766 · +194.81%
Total invested$12,200
Money-weighted (XIRR)+20.57%
Max drawdown-45.48%
SIP · Biweekly261 contributions
$100 every two weeks
$76,481+$50,381 · +193.03%
Total invested$26,100
Money-weighted (XIRR)+20.51%
Max drawdown-45.45%
Best 12-month stretch+166.71%Nov 2016 → Nov 2017
Worst 12-month stretch-44.56%Mar 2019 → Mar 2020
Deepest drawdown-46.26%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$9,671on $10,000, trailing 10 years
Growth of your contributions
It would be worth$143,139after your settings in NRG
Profit+$120,939+544.77% on money in
Annualised return+25.45%Money-weighted (XIRR)
Deepest dip-46.07%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-19.64% | -29.78% | -36.94% | -41.77% | +37.55% p.a. | +21.47% p.a. | +26.81% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +11.98% | +133.69% | +37.62% | -1.85% | +1.83% | +18.54% | -23.47% | +69.37% | +94.97% | +70.99% | -41.87% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,516 | +$1,216 | +11.80% |
| 2017 | $11,500 | $28,702 | +$17,202 | +149.58% |
| 2018 | $12,800 | $41,058 | +$28,258 | +220.76% |
| 2019 | $14,000 | $41,493 | +$27,493 | +196.38% |
| 2020 | $15,200 | $43,651 | +$28,451 | +187.17% |
| 2021 | $16,400 | $53,092 | +$36,692 | +223.73% |
| 2022 | $17,600 | $41,598 | +$23,998 | +136.35% |
| 2023 | $18,800 | $72,189 | +$53,389 | +283.98% |
| 2024 | $20,100 | $142,512 | +$122,412 | +609.02% |
| 2025 | $21,300 | $245,156 | +$223,856 | +1050.96% |
| 2026 (YTD) | $22,200 | $143,139 | +$120,939 | +544.77% |