Walmart Inc. (WMT) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$54,335+$44,335 · +443.35%
Total invested$10,000
Annualised (CAGR)+18.47%
Max drawdown-24.58%
SIP · Monthly122 contributions
$100 every month
$33,483+$21,283 · +174.45%
Total invested$12,200
Money-weighted (XIRR)+19.24%
Max drawdown-23.27%
SIP · Biweekly261 contributions
$100 every two weeks
$71,828+$45,728 · +175.20%
Total invested$26,100
Money-weighted (XIRR)+19.34%
Max drawdown-22.96%
Best 12-month stretch+92.16%Dec 2023 → Dec 2024
Worst 12-month stretch-14.62%May 2021 → May 2022
Deepest drawdown-24.58%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,212on $10,000, trailing 10 years
Growth of your contributions
It would be worth$87,818after your settings in WMT
Profit+$65,618+295.58% on money in
Annualised return+18.68%Money-weighted (XIRR)
Deepest dip-24.09%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+7.22% | -4.23% | -9.67% | +8.05% | +28.97% p.a. | +20.91% p.a. | +18.47% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -3.47% | +46.56% | -3.13% | +28.72% | +24.32% | +1.97% | -0.46% | +12.88% | +74.82% | +25.40% | -1.35% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $10,048 | -$352 | -3.38% |
| 2017 | $11,600 | $16,248 | +$4,648 | +40.07% |
| 2018 | $12,800 | $16,978 | +$4,178 | +32.64% |
| 2019 | $14,000 | $23,166 | +$9,166 | +65.47% |
| 2020 | $15,200 | $30,149 | +$14,949 | +98.35% |
| 2021 | $16,400 | $31,978 | +$15,578 | +94.99% |
| 2022 | $17,700 | $33,174 | +$15,474 | +87.42% |
| 2023 | $18,900 | $38,692 | +$19,792 | +104.72% |
| 2024 | $20,100 | $69,220 | +$49,120 | +244.38% |
| 2025 | $21,300 | $88,188 | +$66,888 | +314.03% |
| 2026 (YTD) | $22,200 | $87,818 | +$65,618 | +295.58% |