Pfizer Inc. (PFE) Growth of $10K (Lump Sum & DCA)PFEPfizer Inc.NYSEHealth Care$28.52$-0.20 -0.70%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
$14,109+$4,109 · +41.09%
Total invested$10,000
Annualised (CAGR)+3.51%
Max drawdown-57.11%
SIP · Monthly122 contributions
$100 every month
$13,293+$1,093 · +8.96%
Total invested$12,200
Money-weighted (XIRR)+1.70%
Max drawdown-38.80%
SIP · Biweekly261 contributions
$100 every two weeks
$28,521+$2,421 · +9.27%
Total invested$26,100
Money-weighted (XIRR)+1.76%
Max drawdown-38.99%
Best 12-month stretch+66.70%Dec 2020 → Dec 2021
Worst 12-month stretch-45.84%Dec 2022 → Dec 2023
Deepest drawdown-57.11%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,739on $10,000, trailing 10 years
Growth of your contributions
It would be worth$27,402after your settings in PFE
Profit+$5,202+23.43% on money in
Annualised return+2.88%Money-weighted (XIRR)
Deepest dip-49.28%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+0.25% | +19.32% | +4.16% | +11.51% | +1.45% p.a. | -2.64% p.a. | +3.51% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -2.25% | +15.90% | +22.96% | -6.10% | +3.73% | +66.70% | -10.41% | -41.26% | -2.00% | +1.55% | +19.11% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,075 | -$225 | -2.19% |
| 2017 | $11,500 | $12,977 | +$1,477 | +12.84% |
| 2018 | $12,800 | $17,417 | +$4,617 | +36.07% |
| 2019 | $14,000 | $17,550 | +$3,550 | +25.36% |
| 2020 | $15,200 | $19,501 | +$4,301 | +28.30% |
| 2021 | $16,400 | $34,266 | +$17,866 | +108.94% |
| 2022 | $17,600 | $31,949 | +$14,349 | +81.53% |
| 2023 | $18,800 | $19,722 | +$922 | +4.90% |
| 2024 | $20,100 | $20,596 | +$496 | +2.47% |
| 2025 | $21,300 | $22,173 | +$873 | +4.10% |
| 2026 (YTD) | $22,200 | $27,402 | +$5,202 | +23.43% |