Universal Health Services, Inc. (UHS) Growth of $10K (Lump Sum & DCA)UHSUniversal Health Services, Inc.NYSEHealth Care$174.26$-1.47 -0.84%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
$15,145+$5,145 · +51.45%
Total invested$10,000
Annualised (CAGR)+4.24%
Max drawdown-50.40%
SIP · Monthly122 contributions
$100 every month
$15,958+$3,758 · +30.80%
Total invested$12,200
Money-weighted (XIRR)+5.26%
Max drawdown-45.61%
SIP · Biweekly261 contributions
$100 every two weeks
$34,212+$8,112 · +31.08%
Total invested$26,100
Money-weighted (XIRR)+5.32%
Max drawdown-46.15%
Best 12-month stretch+90.70%Oct 2023 → Oct 2024
Worst 12-month stretch-43.97%Mar 2019 → Mar 2020
Deepest drawdown-50.40%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$524on $10,000, trailing 10 years
Growth of your contributions
It would be worth$31,102after your settings in UHS
Profit+$8,902+40.10% on money in
Annualised return+4.60%Money-weighted (XIRR)
Deepest dip-48.00%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+2.72% | +10.19% | -1.13% | -15.55% | +11.84% p.a. | +6.54% p.a. | +4.24% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -11.40% | +6.93% | +4.93% | +20.27% | -3.00% | -5.16% | +9.37% | +8.83% | +17.84% | +23.42% | -20.47% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,134 | -$1,166 | -11.32% |
| 2017 | $11,500 | $10,968 | -$532 | -4.63% |
| 2018 | $12,800 | $12,786 | -$14 | -0.11% |
| 2019 | $14,000 | $16,627 | +$2,627 | +18.77% |
| 2020 | $15,200 | $17,608 | +$2,408 | +15.84% |
| 2021 | $16,400 | $17,811 | +$1,411 | +8.61% |
| 2022 | $17,600 | $20,896 | +$3,296 | +18.73% |
| 2023 | $18,800 | $24,094 | +$5,294 | +28.16% |
| 2024 | $20,100 | $29,632 | +$9,532 | +47.42% |
| 2025 | $21,300 | $37,972 | +$16,672 | +78.27% |
| 2026 (YTD) | $22,200 | $31,102 | +$8,902 | +40.10% |