The Charles Schwab Corporation (SCHW) Growth of $10K (Lump Sum & DCA)SCHWThe Charles Schwab CorporationNYSEFinancials$97.74$-1.36 -1.37%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
$34,289+$24,289 · +242.89%
Total invested$10,000
Annualised (CAGR)+13.13%
Max drawdown-47.76%
SIP · Monthly122 contributions
$100 every month
$22,871+$10,671 · +87.47%
Total invested$12,200
Money-weighted (XIRR)+12.12%
Max drawdown-40.08%
SIP · Biweekly261 contributions
$100 every two weeks
$49,065+$22,965 · +87.99%
Total invested$26,100
Money-weighted (XIRR)+12.21%
Max drawdown-40.30%
Best 12-month stretch+135.90%Jun 2020 → Jun 2021
Worst 12-month stretch-40.99%Mar 2022 → Mar 2023
Deepest drawdown-47.76%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,423on $10,000, trailing 10 years
Growth of your contributions
It would be worth$57,160after your settings in SCHW
Profit+$34,960+157.48% on money in
Annualised return+12.83%Money-weighted (XIRR)
Deepest dip-45.30%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-10.57% | +1.06% | +4.91% | +5.22% | +25.61% p.a. | +6.23% p.a. | +13.13% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +22.08% | +31.15% | -16.65% | +12.56% | +14.90% | +60.23% | +0.11% | -15.97% | +9.81% | +38.10% | -2.82% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,540 | +$2,240 | +21.75% |
| 2017 | $11,500 | $17,910 | +$6,410 | +55.74% |
| 2018 | $12,800 | $16,038 | +$3,238 | +25.29% |
| 2019 | $14,000 | $19,364 | +$5,364 | +38.31% |
| 2020 | $15,200 | $23,922 | +$8,722 | +57.38% |
| 2021 | $16,400 | $39,774 | +$23,374 | +142.53% |
| 2022 | $17,600 | $41,144 | +$23,544 | +133.77% |
| 2023 | $18,800 | $35,983 | +$17,183 | +91.40% |
| 2024 | $20,100 | $40,910 | +$20,810 | +103.53% |
| 2025 | $21,300 | $57,882 | +$36,582 | +171.75% |
| 2026 (YTD) | $22,200 | $57,160 | +$34,960 | +157.48% |