United Parcel Service, Inc. (UPS) Growth of $10K (Lump Sum & DCA)UPSUnited Parcel Service, Inc.NYSEIndustrials$93.44$-0.49 -0.52%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
$12,678+$2,678 · +26.78%
Total invested$10,000
Annualised (CAGR)+2.40%
Max drawdown-56.39%
SIP · Monthly122 contributions
$100 every month
$11,215-$985 · -8.07%
Total invested$12,200
Money-weighted (XIRR)-1.69%
Max drawdown-37.81%
SIP · Biweekly261 contributions
$100 every two weeks
$24,060-$2,040 · -7.82%
Total invested$26,100
Money-weighted (XIRR)-1.64%
Max drawdown-37.62%
Best 12-month stretch+144.74%May 2020 → May 2021
Worst 12-month stretch-34.53%Oct 2024 → Oct 2025
Deepest drawdown-56.39%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,619on $10,000, trailing 10 years
Growth of your contributions
It would be worth$23,893after your settings in UPS
Profit+$1,693+7.63% on money in
Annualised return+1.01%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 |
|---|
-8.65% | -14.21% | -1.68% | +14.75% | -10.44% p.a. | -8.42% p.a. | +2.40% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +6.11% | +7.14% | -15.29% | +23.61% | +49.08% | +30.02% | -16.21% | -5.96% | -17.47% | -12.79% | -3.11% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,913 | +$613 | +5.95% |
| 2017 | $11,500 | $12,997 | +$1,497 | +13.01% |
| 2018 | $12,800 | $12,160 | -$640 | -5.00% |
| 2019 | $14,000 | $16,323 | +$2,323 | +16.59% |
| 2020 | $15,200 | $25,995 | +$10,795 | +71.02% |
| 2021 | $16,400 | $35,182 | +$18,782 | +114.52% |
| 2022 | $17,600 | $30,608 | +$13,008 | +73.91% |
| 2023 | $18,800 | $29,912 | +$11,112 | +59.10% |
| 2024 | $20,100 | $25,874 | +$5,774 | +28.73% |
| 2025 | $21,300 | $23,819 | +$2,519 | +11.83% |
| 2026 (YTD) | $22,200 | $23,893 | +$1,693 | +7.63% |