Constellation Brands, Inc. (STZ) Growth of $10K (Lump Sum & DCA)STZConstellation Brands, Inc.NYSEConsumer Staples$113.06+$0.29 +0.26%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
$7,872-$2,128 · -21.28%
Total invested$10,000
Annualised (CAGR)-2.37%
Max drawdown-55.89%
SIP · Monthly122 contributions
$100 every month
$7,710-$4,490 · -36.80%
Total invested$12,200
Money-weighted (XIRR)+119419491664.02%
Max drawdown-41.85%
SIP · Biweekly261 contributions
$100 every two weeks
$16,478-$9,622 · -36.86%
Total invested$26,100
Money-weighted (XIRR)+356913823252.46%
Max drawdown-41.45%
Best 12-month stretch+99.33%Mar 2020 → Mar 2021
Worst 12-month stretch-47.61%Sep 2024 → Sep 2025
Deepest drawdown-55.89%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$1,885on $10,000, trailing 10 years
Growth of your contributions
It would be worth$15,583after your settings in STZ
Profit-$6,617-29.81% on money in
Annualised return-4.95%Money-weighted (XIRR)
Deepest dip-49.29%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-11.80% | -17.11% | -24.13% | -18.17% | -20.15% p.a. | -10.83% p.a. | -2.37% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -8.97% | +50.69% | -26.16% | +15.54% | +17.55% | +16.12% | -6.43% | +5.83% | -6.72% | -34.77% | -18.21% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,395 | -$905 | -8.79% |
| 2017 | $11,500 | $15,668 | +$4,168 | +36.24% |
| 2018 | $12,800 | $12,610 | -$190 | -1.48% |
| 2019 | $14,000 | $15,786 | +$1,786 | +12.76% |
| 2020 | $15,200 | $20,047 | +$4,847 | +31.89% |
| 2021 | $16,400 | $24,624 | +$8,224 | +50.15% |
| 2022 | $17,600 | $24,210 | +$6,610 | +37.56% |
| 2023 | $18,800 | $26,860 | +$8,060 | +42.87% |
| 2024 | $20,100 | $26,226 | +$6,126 | +30.48% |
| 2025 | $21,300 | $18,176 | -$3,124 | -14.67% |
| 2026 (YTD) | $22,200 | $15,583 | -$6,617 | -29.81% |