Wells Fargo & Co. (WFC) Growth of $10K (Lump Sum & DCA)WFCWells Fargo & Co.NYSEFinancials$81.90$-4.64 -5.36%Sep 24, 2026 close © 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$24,358+$14,358 · +143.58%
Total invested$10,000
Annualised (CAGR)+9.33%
Max drawdown-63.94%
SIP · Monthly122 contributions
$100 every month
$23,490+$11,290 · +92.54%
Total invested$12,200
Money-weighted (XIRR)+12.62%
Max drawdown-47.10%
SIP · Biweekly261 contributions
$100 every two weeks
$50,206+$24,106 · +92.36%
Total invested$26,100
Money-weighted (XIRR)+12.64%
Max drawdown-48.24%
Best 12-month stretch+141.93%Oct 2020 → Oct 2021
Worst 12-month stretch-57.87%Nov 2019 → Nov 2020
Deepest drawdown-63.94%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,229on $10,000, trailing 10 years
Growth of your contributions
It would be worth$47,848after your settings in WFC
Profit+$25,648+115.53% on money in
Annualised return+10.43%Money-weighted (XIRR)
Deepest dip-54.79%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-5.53% | -1.78% | +7.32% | -1.56% | +29.29% p.a. | +14.55% p.a. | +9.33% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +25.49% | +13.21% | -18.66% | +15.88% | -41.23% | +61.15% | -11.92% | +22.94% | +48.71% | +36.40% | -12.55% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $13,001 | +$2,601 | +25.01% |
| 2017 | $11,600 | $16,056 | +$4,456 | +38.42% |
| 2018 | $12,800 | $14,131 | +$1,331 | +10.40% |
| 2019 | $14,000 | $17,721 | +$3,721 | +26.58% |
| 2020 | $15,200 | $11,707 | -$3,493 | -22.98% |
| 2021 | $16,400 | $20,221 | +$3,821 | +23.30% |
| 2022 | $17,700 | $18,999 | +$1,299 | +7.34% |
| 2023 | $18,900 | $24,768 | +$5,868 | +31.05% |
| 2024 | $20,100 | $38,287 | +$18,187 | +90.48% |
| 2025 | $21,300 | $53,698 | +$32,398 | +152.10% |
| 2026 (YTD) | $22,200 | $47,848 | +$25,648 | +115.53% |