The J.M. Smucker Company (SJM) Growth of $10K (Lump Sum & DCA)SJMThe J.M. Smucker CompanyNYSEConsumer Staples$118.91$-1.79 -1.48%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
$12,283+$2,283 · +22.83%
Total invested$10,000
Annualised (CAGR)+2.08%
Max drawdown-37.16%
SIP · Monthly122 contributions
$100 every month
$14,554+$2,354 · +19.30%
Total invested$12,200
Money-weighted (XIRR)+3.48%
Max drawdown-26.60%
SIP · Biweekly261 contributions
$100 every two weeks
$31,176+$5,076 · +19.45%
Total invested$26,100
Money-weighted (XIRR)+3.51%
Max drawdown-26.53%
Best 12-month stretch+34.09%Jun 2020 → May 2021
Worst 12-month stretch-26.19%May 2023 → Apr 2024
Deepest drawdown-37.16%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,859on $10,000, trailing 10 years
Growth of your contributions
It would be worth$26,838after your settings in SJM
Profit+$4,638+20.89% on money in
Annualised return+2.60%Money-weighted (XIRR)
Deepest dip-28.88%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-5.69% | +3.22% | +27.11% | +14.32% | +5.14% p.a. | +3.08% p.a. | +2.08% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -3.12% | -0.49% | -20.60% | +10.05% | +16.56% | +21.05% | +20.06% | -17.79% | -8.45% | -9.83% | +26.85% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,984 | -$316 | -3.07% |
| 2017 | $11,500 | $11,194 | -$306 | -2.66% |
| 2018 | $12,800 | $10,030 | -$2,770 | -21.64% |
| 2019 | $14,000 | $12,159 | -$1,841 | -13.15% |
| 2020 | $15,200 | $15,437 | +$237 | +1.56% |
| 2021 | $16,400 | $19,993 | +$3,593 | +21.91% |
| 2022 | $17,600 | $25,397 | +$7,797 | +44.30% |
| 2023 | $18,800 | $21,980 | +$3,180 | +16.91% |
| 2024 | $20,100 | $21,368 | +$1,268 | +6.31% |
| 2025 | $21,300 | $20,368 | -$932 | -4.38% |
| 2026 (YTD) | $22,200 | $26,838 | +$4,638 | +20.89% |