Alexandria Real Estate Equities, Inc. (ARE) Growth of $10K (Lump Sum & DCA)AREAlexandria Real Estate Equities, Inc.NYSEReal Estate$47.46$-1.01 -2.08%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
$6,620-$3,380 · -33.80%
Total invested$10,000
Annualised (CAGR)-4.05%
Max drawdown-77.37%
SIP · Monthly122 contributions
$100 every month
$6,230-$5,970 · -48.93%
Total invested$12,200
Money-weighted (XIRR)+119196539799.45%
Max drawdown-56.92%
SIP · Biweekly261 contributions
$100 every two weeks
$13,419-$12,681 · -48.59%
Total invested$26,100
Money-weighted (XIRR)+357413808237.33%
Max drawdown-56.48%
Best 12-month stretch+45.47%Dec 2018 → Dec 2019
Worst 12-month stretch-53.43%Dec 2024 → Dec 2025
Deepest drawdown-77.37%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,016on $10,000, trailing 10 years
Growth of your contributions
It would be worth$12,850after your settings in ARE
Profit-$9,350-42.12% on money in
Annualised return-7.72%Money-weighted (XIRR)
Deepest dip-70.73%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-8.50% | -8.38% | +12.90% | -39.96% | -17.10% p.a. | -20.90% p.a. | -4.05% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +7.80% | +20.95% | -10.40% | +45.47% | +13.94% | +28.09% | -32.63% | -9.11% | -18.11% | -47.43% | +1.24% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,096 | +$796 | +7.73% |
| 2017 | $11,500 | $14,779 | +$3,279 | +28.51% |
| 2018 | $12,800 | $14,451 | +$1,651 | +12.90% |
| 2019 | $14,000 | $22,366 | +$8,366 | +59.76% |
| 2020 | $15,200 | $26,855 | +$11,655 | +76.68% |
| 2021 | $16,400 | $35,860 | +$19,460 | +118.66% |
| 2022 | $17,600 | $25,247 | +$7,647 | +43.45% |
| 2023 | $18,800 | $24,234 | +$5,434 | +28.91% |
| 2024 | $20,100 | $20,977 | +$877 | +4.36% |
| 2025 | $21,300 | $11,847 | -$9,453 | -44.38% |
| 2026 (YTD) | $22,200 | $12,850 | -$9,350 | -42.12% |