PepsiCo, Inc. (PEP) Growth of $10K (Lump Sum & DCA)PEPPepsiCo, Inc.NASDAQConsumer Staples$126.72$-1.97 -1.53%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
$16,297+$6,297 · +62.97%
Total invested$10,000
Annualised (CAGR)+5.01%
Max drawdown-29.84%
SIP · Monthly122 contributions
$100 every month
$13,295+$1,095 · +8.98%
Total invested$12,200
Money-weighted (XIRR)+1.70%
Max drawdown-26.45%
SIP · Biweekly261 contributions
$100 every two weeks
$28,373+$2,273 · +8.71%
Total invested$26,100
Money-weighted (XIRR)+1.66%
Max drawdown-26.76%
Best 12-month stretch+38.39%May 2018 → May 2019
Worst 12-month stretch-25.15%May 2024 → May 2025
Deepest drawdown-29.84%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,187on $10,000, trailing 10 years
Growth of your contributions
It would be worth$29,592after your settings in PEP
Profit+$7,392+33.30% on money in
Annualised return+3.93%Money-weighted (XIRR)
Deepest dip-27.99%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-7.93% | -11.20% | -17.57% | -7.13% | -4.15% p.a. | -0.92% p.a. | +5.01% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -0.55% | +17.82% | -4.81% | +26.41% | +12.53% | +20.56% | +6.78% | -3.29% | -9.07% | -1.16% | -8.19% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,247 | -$53 | -0.51% |
| 2017 | $11,500 | $13,378 | +$1,878 | +16.33% |
| 2018 | $12,800 | $14,052 | +$1,252 | +9.78% |
| 2019 | $14,000 | $19,057 | +$5,057 | +36.12% |
| 2020 | $15,200 | $22,790 | +$7,590 | +49.93% |
| 2021 | $16,400 | $28,892 | +$12,492 | +76.17% |
| 2022 | $17,600 | $32,141 | +$14,541 | +82.62% |
| 2023 | $18,800 | $32,258 | +$13,458 | +71.58% |
| 2024 | $20,100 | $30,504 | +$10,404 | +51.76% |
| 2025 | $21,300 | $31,367 | +$10,067 | +47.26% |
| 2026 (YTD) | $22,200 | $29,592 | +$7,392 | +33.30% |