Warner Bros. Discovery, Inc. Series A (WBD) Growth of $10K (Lump Sum & DCA)WBDWarner Bros. Discovery, Inc. Series ANASDAQCommunication Services$30.95+$0.10 +0.32%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
$11,391+$1,391 · +13.91%
Total invested$10,000
Annualised (CAGR)+1.31%
Max drawdown-90.90%
SIP · Monthly122 contributions
$100 every month
$21,265+$9,065 · +74.30%
Total invested$12,200
Money-weighted (XIRR)+10.75%
Max drawdown-82.14%
SIP · Biweekly261 contributions
$100 every two weeks
$45,841+$19,741 · +75.64%
Total invested$26,100
Money-weighted (XIRR)+10.92%
Max drawdown-81.95%
Best 12-month stretch+311.89%Mar 2020 → Mar 2021
Worst 12-month stretch-66.26%Mar 2021 → Mar 2022
Deepest drawdown-90.90%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings$0on $10,000, trailing 10 years
Growth of your contributions
It would be worth$32,656after your settings in WBD
Profit+$10,456+47.10% on money in
Annualised return+5.27%Money-weighted (XIRR)
Deepest dip-86.41%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+9.56% | +16.88% | +13.29% | +62.98% | +44.58% p.a. | +3.65% p.a. | +1.31% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +0.88% | -18.35% | +16.80% | +22.53% | -6.06% | -21.77% | -59.73% | +20.04% | -7.12% | +169.73% | +8.56% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,387 | +$87 | +0.85% |
| 2017 | $11,500 | $9,608 | -$1,892 | -16.45% |
| 2018 | $12,800 | $12,549 | -$251 | -1.96% |
| 2019 | $14,000 | $16,696 | +$2,696 | +19.26% |
| 2020 | $15,200 | $17,250 | +$2,050 | +13.49% |
| 2021 | $16,400 | $14,380 | -$2,020 | -12.32% |
| 2022 | $17,600 | $6,502 | -$11,098 | -63.06% |
| 2023 | $18,800 | $8,883 | -$9,917 | -52.75% |
| 2024 | $20,100 | $9,822 | -$10,278 | -51.13% |
| 2025 | $21,300 | $29,151 | +$7,851 | +36.86% |
| 2026 (YTD) | $22,200 | $32,656 | +$10,456 | +47.10% |