Smurfit WestRock plc (SW) Growth of $10K (Lump Sum & DCA)SWSmurfit WestRock plcNYSEMaterials$46.49+$1.08 +2.38%Sep 24, 2026 close © 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$24,898+$14,898 · +148.98%
Total invested$10,000
Annualised (CAGR)+9.57%
Max drawdown-54.57%
SIP · Monthly122 contributions
$100 every month
$18,794+$6,594 · +54.05%
Total invested$12,200
Money-weighted (XIRR)+8.40%
Max drawdown-47.59%
SIP · Biweekly261 contributions
$100 every two weeks
$40,120+$14,020 · +53.72%
Total invested$26,100
Money-weighted (XIRR)+8.38%
Max drawdown-47.58%
Best 12-month stretch+105.93%May 2020 → May 2021
Worst 12-month stretch-50.61%Oct 2021 → Oct 2022
Deepest drawdown-54.57%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,040on $10,000, trailing 10 years
Growth of your contributions
It would be worth$43,692after your settings in SW
Profit+$21,492+96.81% on money in
Annualised return+9.20%Money-weighted (XIRR)
Deepest dip-52.30%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-3.73% | -0.14% | +20.40% | +13.62% | +15.97% p.a. | +0.75% p.a. | +9.57% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -13.19% | +50.43% | -16.89% | +46.39% | +29.40% | +17.34% | -28.02% | +14.09% | +33.65% | -22.20% | +20.88% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $9,077 | -$1,323 | -12.73% |
| 2017 | $11,600 | $15,041 | +$3,441 | +29.66% |
| 2018 | $12,800 | $13,411 | +$611 | +4.77% |
| 2019 | $14,000 | $21,157 | +$7,157 | +51.12% |
| 2020 | $15,200 | $29,077 | +$13,877 | +91.29% |
| 2021 | $16,400 | $35,358 | +$18,958 | +115.60% |
| 2022 | $17,700 | $26,742 | +$9,042 | +51.09% |
| 2023 | $18,900 | $31,876 | +$12,976 | +68.66% |
| 2024 | $20,100 | $43,990 | +$23,890 | +118.86% |
| 2025 | $21,300 | $35,335 | +$14,035 | +65.89% |
| 2026 (YTD) | $22,200 | $43,692 | +$21,492 | +96.81% |