Prudential Financial, Inc. (PRU) Growth of $10K (Lump Sum & DCA)PRUPrudential Financial, Inc.NYSEFinancials$113.58$-1.48 -1.29%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
$21,222+$11,222 · +112.22%
Total invested$10,000
Annualised (CAGR)+7.83%
Max drawdown-63.25%
SIP · Monthly122 contributions
$100 every month
$18,536+$6,336 · +51.94%
Total invested$12,200
Money-weighted (XIRR)+8.14%
Max drawdown-51.98%
SIP · Biweekly261 contributions
$100 every two weeks
$39,770+$13,670 · +52.38%
Total invested$26,100
Money-weighted (XIRR)+8.22%
Max drawdown-52.98%
Best 12-month stretch+132.18%Mar 2020 → Mar 2021
Worst 12-month stretch-51.05%Apr 2019 → Mar 2020
Deepest drawdown-63.25%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,312on $10,000, trailing 10 years
Growth of your contributions
It would be worth$39,759after your settings in PRU
Profit+$17,559+79.09% on money in
Annualised return+7.93%Money-weighted (XIRR)
Deepest dip-55.74%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-6.92% | +1.72% | +19.35% | +14.97% | +12.33% p.a. | +5.74% p.a. | +7.83% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +23.98% | +13.65% | -23.32% | +14.59% | -10.94% | +45.32% | -3.86% | +10.09% | +20.07% | +0.54% | +3.66% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,727 | +$2,427 | +23.56% |
| 2017 | $11,500 | $15,753 | +$4,253 | +36.98% |
| 2018 | $12,800 | $13,211 | +$411 | +3.21% |
| 2019 | $14,000 | $16,356 | +$2,356 | +16.83% |
| 2020 | $15,200 | $16,042 | +$842 | +5.54% |
| 2021 | $16,400 | $24,652 | +$8,252 | +50.32% |
| 2022 | $17,600 | $24,870 | +$7,270 | +41.31% |
| 2023 | $18,800 | $28,773 | +$9,973 | +53.05% |
| 2024 | $20,100 | $35,921 | +$15,821 | +78.71% |
| 2025 | $21,300 | $37,412 | +$16,112 | +75.64% |
| 2026 (YTD) | $22,200 | $39,759 | +$17,559 | +79.09% |