WEC Energy Group, Inc. (WEC) Growth of $10K (Lump Sum & DCA)WECWEC Energy Group, Inc.NYSEUtilities$100.78$-1.80 -1.75%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
$24,413+$14,413 · +144.13%
Total invested$10,000
Annualised (CAGR)+9.35%
Max drawdown-29.25%
SIP · Monthly122 contributions
$100 every month
$17,572+$5,372 · +44.03%
Total invested$12,200
Money-weighted (XIRR)+7.12%
Max drawdown-27.77%
SIP · Biweekly261 contributions
$100 every two weeks
$37,505+$11,405 · +43.70%
Total invested$26,100
Money-weighted (XIRR)+7.09%
Max drawdown-28.55%
Best 12-month stretch+46.40%Sep 2018 → Sep 2019
Worst 12-month stretch-17.73%Sep 2022 → Sep 2023
Deepest drawdown-29.25%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,939on $10,000, trailing 10 years
Growth of your contributions
It would be worth$41,984after your settings in WEC
Profit+$19,784+89.12% on money in
Annualised return+8.66%Money-weighted (XIRR)
Deepest dip-28.88%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.87% | -14.45% | -12.80% | -8.00% | +11.69% p.a. | +6.14% p.a. | +9.35% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +3.60% | +17.11% | +6.32% | +37.56% | +3.60% | +8.66% | -0.45% | -7.00% | +15.80% | +17.38% | -2.89% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,673 | +$373 | +3.62% |
| 2017 | $11,500 | $13,795 | +$2,295 | +19.96% |
| 2018 | $12,800 | $16,051 | +$3,251 | +25.40% |
| 2019 | $14,000 | $23,401 | +$9,401 | +67.15% |
| 2020 | $15,200 | $25,457 | +$10,257 | +67.48% |
| 2021 | $16,400 | $28,954 | +$12,554 | +76.55% |
| 2022 | $17,600 | $29,996 | +$12,396 | +70.43% |
| 2023 | $18,800 | $29,057 | +$10,257 | +54.56% |
| 2024 | $20,100 | $35,076 | +$14,976 | +74.51% |
| 2025 | $21,300 | $42,381 | +$21,081 | +98.97% |
| 2026 (YTD) | $22,200 | $41,984 | +$19,784 | +89.12% |