Yum! Brands, Inc. (YUM) 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
$25,976+$15,976 · +159.76%
Total invested$10,000
Annualised (CAGR)+10.03%
Max drawdown-50.85%
SIP · Monthly122 contributions
$100 every month
$17,417+$5,217 · +42.76%
Total invested$12,200
Money-weighted (XIRR)+6.95%
Max drawdown-42.90%
SIP · Biweekly261 contributions
$100 every two weeks
$37,246+$11,146 · +42.70%
Total invested$26,100
Money-weighted (XIRR)+6.96%
Max drawdown-43.67%
Best 12-month stretch+89.52%Mar 2020 → Mar 2021
Worst 12-month stretch-40.34%Mar 2019 → Mar 2020
Deepest drawdown-50.85%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,336on $10,000, trailing 10 years
Growth of your contributions
It would be worth$43,393after your settings in YUM
Profit+$21,193+95.46% on money in
Annualised return+9.11%Money-weighted (XIRR)
Deepest dip-49.14%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-9.08% | -16.82% | -11.78% | -7.77% | +6.57% p.a. | +3.99% p.a. | +10.03% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +1.00% | +31.09% | +14.03% | +13.22% | +8.64% | +30.05% | -5.99% | +3.93% | +4.16% | +14.96% | -8.08% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,404 | +$104 | +1.01% |
| 2017 | $11,500 | $15,015 | +$3,515 | +30.57% |
| 2018 | $12,800 | $18,539 | +$5,739 | +44.84% |
| 2019 | $14,000 | $22,172 | +$8,172 | +58.37% |
| 2020 | $15,200 | $25,532 | +$10,332 | +67.97% |
| 2021 | $16,400 | $34,621 | +$18,221 | +111.10% |
| 2022 | $17,600 | $33,855 | +$16,255 | +92.36% |
| 2023 | $18,800 | $36,411 | +$17,611 | +93.67% |
| 2024 | $20,100 | $39,225 | +$19,125 | +95.15% |
| 2025 | $21,300 | $46,327 | +$25,027 | +117.50% |
| 2026 (YTD) | $22,200 | $43,393 | +$21,193 | +95.46% |