The Travelers Companies, Inc. (TRV) Growth of $10K (Lump Sum & DCA)TRVThe Travelers Companies, Inc.NYSEFinancials$356.51$-6.70 -1.84%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
$38,529+$28,529 · +285.29%
Total invested$10,000
Annualised (CAGR)+14.46%
Max drawdown-40.85%
SIP · Monthly122 contributions
$100 every month
$30,558+$18,358 · +150.47%
Total invested$12,200
Money-weighted (XIRR)+17.54%
Max drawdown-31.13%
SIP · Biweekly261 contributions
$100 every two weeks
$65,400+$39,300 · +150.57%
Total invested$26,100
Money-weighted (XIRR)+17.59%
Max drawdown-32.14%
Best 12-month stretch+82.40%May 2020 → May 2021
Worst 12-month stretch-37.31%May 2019 → May 2020
Deepest drawdown-40.85%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,171on $10,000, trailing 10 years
Growth of your contributions
It would be worth$69,087after your settings in TRV
Profit+$46,887+211.20% on money in
Annualised return+15.40%Money-weighted (XIRR)
Deepest dip-37.70%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-3.15% | +4.50% | +22.19% | +27.20% | +32.17% p.a. | +20.11% p.a. | +14.46% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +7.51% | +13.36% | -10.45% | +18.12% | +5.25% | +13.96% | +22.42% | +3.93% | +29.51% | +19.63% | +26.42% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,072 | +$772 | +7.50% |
| 2017 | $11,500 | $13,874 | +$2,374 | +20.65% |
| 2018 | $12,800 | $13,623 | +$823 | +6.43% |
| 2019 | $14,000 | $17,287 | +$3,287 | +23.48% |
| 2020 | $15,200 | $19,682 | +$4,482 | +29.48% |
| 2021 | $16,400 | $23,673 | +$7,273 | +44.35% |
| 2022 | $17,600 | $30,308 | +$12,708 | +72.20% |
| 2023 | $18,800 | $32,827 | +$14,027 | +74.61% |
| 2024 | $20,100 | $43,937 | +$23,837 | +118.59% |
| 2025 | $21,300 | $53,849 | +$32,549 | +152.81% |
| 2026 (YTD) | $22,200 | $69,087 | +$46,887 | +211.20% |