Williams-Sonoma, Inc. (WSM) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$116,530+$106,530 · +1065.30%
Total invested$10,000
Annualised (CAGR)+27.88%
Max drawdown-52.21%
SIP · Monthly122 contributions
$100 every month
$64,895+$52,695 · +431.93%
Total invested$12,200
Money-weighted (XIRR)+31.51%
Max drawdown-48.94%
SIP · Biweekly261 contributions
$100 every two weeks
$139,850+$113,750 · +435.82%
Total invested$26,100
Money-weighted (XIRR)+31.73%
Max drawdown-49.76%
Best 12-month stretch+392.49%Mar 2020 → Mar 2021
Worst 12-month stretch-41.95%Nov 2021 → Nov 2022
Deepest drawdown-52.21%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$6,111on $10,000, trailing 10 years
Growth of your contributions
It would be worth$181,425after your settings in WSM
Profit+$159,225+717.23% on money in
Annualised return+28.80%Money-weighted (XIRR)
Deepest dip-51.35%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+0.23% | +0.51% | +27.44% | +15.91% | +45.61% p.a. | +24.08% p.a. | +27.88% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -1.15% | +10.20% | +0.83% | +47.03% | +45.01% | +68.60% | -30.49% | +80.24% | +94.14% | -1.04% | +22.62% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,163 | -$137 | -1.33% |
| 2017 | $11,500 | $12,472 | +$972 | +8.45% |
| 2018 | $12,800 | $13,768 | +$968 | +7.56% |
| 2019 | $14,000 | $21,638 | +$7,638 | +54.56% |
| 2020 | $15,200 | $33,021 | +$17,821 | +117.25% |
| 2021 | $16,400 | $56,930 | +$40,530 | +247.14% |
| 2022 | $17,600 | $40,598 | +$22,998 | +130.67% |
| 2023 | $18,800 | $74,987 | +$56,187 | +298.87% |
| 2024 | $20,100 | $147,423 | +$127,323 | +633.45% |
| 2025 | $21,300 | $147,157 | +$125,857 | +590.88% |
| 2026 (YTD) | $22,200 | $181,425 | +$159,225 | +717.23% |