T. Rowe Price Group, Inc. (TROW) Growth of $10K (Lump Sum & DCA)TROWT. Rowe Price Group, Inc.NASDAQFinancials$104.05$-0.46 -0.44%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
$22,777+$12,777 · +127.77%
Total invested$10,000
Annualised (CAGR)+8.59%
Max drawdown-56.78%
SIP · Monthly122 contributions
$100 every month
$14,517+$2,317 · +18.99%
Total invested$12,200
Money-weighted (XIRR)+3.43%
Max drawdown-47.62%
SIP · Biweekly261 contributions
$100 every two weeks
$31,065+$4,965 · +19.02%
Total invested$26,100
Money-weighted (XIRR)+3.44%
Max drawdown-47.74%
Best 12-month stretch+95.42%Mar 2020 → Mar 2021
Worst 12-month stretch-51.78%Nov 2021 → Oct 2022
Deepest drawdown-56.78%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$6,488on $10,000, trailing 10 years
Growth of your contributions
It would be worth$37,294after your settings in TROW
Profit+$15,094+67.99% on money in
Annualised return+7.06%Money-weighted (XIRR)
Deepest dip-53.30%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.04% | -11.14% | +18.23% | +6.04% | +5.66% p.a. | -7.78% p.a. | +8.59% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +13.85% | +43.38% | -10.08% | +39.36% | +25.12% | +34.91% | -42.24% | +3.35% | +11.23% | -3.93% | +3.41% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,705 | +$1,405 | +13.64% |
| 2017 | $11,500 | $18,407 | +$6,907 | +60.06% |
| 2018 | $12,800 | $17,676 | +$4,876 | +38.09% |
| 2019 | $14,000 | $26,037 | +$12,037 | +85.98% |
| 2020 | $15,200 | $34,054 | +$18,854 | +124.04% |
| 2021 | $16,400 | $47,215 | +$30,815 | +187.90% |
| 2022 | $17,600 | $28,317 | +$10,717 | +60.89% |
| 2023 | $18,800 | $30,487 | +$11,687 | +62.16% |
| 2024 | $20,100 | $35,268 | +$15,168 | +75.46% |
| 2025 | $21,300 | $35,163 | +$13,863 | +65.08% |
| 2026 (YTD) | $22,200 | $37,294 | +$15,094 | +67.99% |