Public Service Enterprise Group Incorporated (PEG) Growth of $10K (Lump Sum & DCA)PEGPublic Service Enterprise Group IncorporatedNYSEUtilities$67.34$-0.34 -0.50%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
$23,223+$13,223 · +132.23%
Total invested$10,000
Annualised (CAGR)+8.80%
Max drawdown-39.97%
SIP · Monthly122 contributions
$100 every month
$16,622+$4,422 · +36.25%
Total invested$12,200
Money-weighted (XIRR)+6.05%
Max drawdown-35.30%
SIP · Biweekly261 contributions
$100 every two weeks
$35,443+$9,343 · +35.80%
Total invested$26,100
Money-weighted (XIRR)+6.00%
Max drawdown-35.70%
Best 12-month stretch+68.76%Sep 2023 → Sep 2024
Worst 12-month stretch-36.08%Mar 2019 → Mar 2020
Deepest drawdown-39.97%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,184on $10,000, trailing 10 years
Growth of your contributions
It would be worth$39,845after your settings in PEG
Profit+$17,645+79.48% on money in
Annualised return+7.96%Money-weighted (XIRR)
Deepest dip-38.38%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-7.80% | -15.89% | -15.43% | -14.90% | +8.38% p.a. | +6.11% p.a. | +8.80% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +8.47% | +21.77% | +4.68% | +15.27% | -0.60% | +22.74% | -4.27% | +3.62% | +44.67% | -4.44% | -12.91% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,168 | +$868 | +8.43% |
| 2017 | $11,500 | $14,984 | +$3,484 | +30.30% |
| 2018 | $12,800 | $17,022 | +$4,222 | +32.98% |
| 2019 | $14,000 | $20,825 | +$6,825 | +48.75% |
| 2020 | $15,200 | $22,007 | +$6,807 | +44.79% |
| 2021 | $16,400 | $28,330 | +$11,930 | +72.74% |
| 2022 | $17,600 | $28,286 | +$10,686 | +60.72% |
| 2023 | $18,800 | $30,532 | +$11,732 | +62.40% |
| 2024 | $20,100 | $45,701 | +$25,601 | +127.37% |
| 2025 | $21,300 | $44,850 | +$23,550 | +110.57% |
| 2026 (YTD) | $22,200 | $39,845 | +$17,645 | +79.48% |