Sempra (SRE) Growth of $10K (Lump Sum & DCA)SRESempraNYSEUtilities$77.96$-0.22 -0.28%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
$20,819+$10,819 · +108.19%
Total invested$10,000
Annualised (CAGR)+7.62%
Max drawdown-37.46%
SIP · Monthly122 contributions
$100 every month
$16,732+$4,532 · +37.15%
Total invested$12,200
Money-weighted (XIRR)+6.18%
Max drawdown-34.78%
SIP · Biweekly261 contributions
$100 every two weeks
$35,737+$9,637 · +36.92%
Total invested$26,100
Money-weighted (XIRR)+6.16%
Max drawdown-35.61%
Best 12-month stretch+55.17%Mar 2025 → Mar 2026
Worst 12-month stretch-21.17%Jan 2020 → Jan 2021
Deepest drawdown-37.46%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,236on $10,000, trailing 10 years
Growth of your contributions
It would be worth$37,551after your settings in SRE
Profit+$15,351+69.15% on money in
Annualised return+7.15%Money-weighted (XIRR)
Deepest dip-36.75%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-6.46% | -15.52% | -20.18% | -12.17% | +8.49% p.a. | +7.94% p.a. | +7.62% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -1.23% | +9.43% | +6.68% | +37.58% | -10.59% | +7.39% | +20.30% | -0.06% | +21.04% | +5.68% | -11.13% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,182 | -$118 | -1.15% |
| 2017 | $11,500 | $12,306 | +$806 | +7.01% |
| 2018 | $12,800 | $14,448 | +$1,648 | +12.88% |
| 2019 | $14,000 | $21,220 | +$7,220 | +51.57% |
| 2020 | $15,200 | $20,202 | +$5,002 | +32.91% |
| 2021 | $16,400 | $22,938 | +$6,538 | +39.87% |
| 2022 | $17,600 | $28,817 | +$11,217 | +63.73% |
| 2023 | $18,800 | $30,048 | +$11,248 | +59.83% |
| 2024 | $20,100 | $37,847 | +$17,747 | +88.29% |
| 2025 | $21,300 | $41,353 | +$20,053 | +94.15% |
| 2026 (YTD) | $22,200 | $37,551 | +$15,351 | +69.15% |