DaVita Inc. (DVA) Growth of $10K (Lump Sum & DCA)DVADaVita Inc.NYSEHealth Care$174.92$-0.27 -0.15%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
$27,577+$17,577 · +175.77%
Total invested$10,000
Annualised (CAGR)+10.69%
Max drawdown-47.15%
SIP · Monthly122 contributions
$100 every month
$24,187+$11,987 · +98.25%
Total invested$12,200
Money-weighted (XIRR)+13.17%
Max drawdown-38.41%
SIP · Biweekly261 contributions
$100 every two weeks
$51,848+$25,748 · +98.65%
Total invested$26,100
Money-weighted (XIRR)+13.24%
Max drawdown-37.90%
Best 12-month stretch+119.74%Oct 2023 → Oct 2024
Worst 12-month stretch-37.95%Jan 2025 → Jan 2026
Deepest drawdown-47.15%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings$0on $10,000, trailing 10 years
Growth of your contributions
It would be worth$51,763after your settings in DVA
Profit+$29,563+133.17% on money in
Annualised return+11.49%Money-weighted (XIRR)
Deepest dip-43.99%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.93% | -25.54% | +20.15% | +33.36% | +25.08% p.a. | +9.12% p.a. | +10.69% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +1.21% | +12.54% | -25.26% | +39.04% | +56.37% | -3.10% | -34.36% | +40.30% | +45.88% | -25.07% | +52.76% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,427 | +$127 | +1.23% |
| 2017 | $11,500 | $13,114 | +$1,614 | +14.04% |
| 2018 | $12,800 | $10,839 | -$1,961 | -15.32% |
| 2019 | $14,000 | $16,644 | +$2,644 | +18.89% |
| 2020 | $15,200 | $27,689 | +$12,489 | +82.16% |
| 2021 | $16,400 | $28,018 | +$11,618 | +70.84% |
| 2022 | $17,600 | $19,347 | +$1,747 | +9.93% |
| 2023 | $18,800 | $28,537 | +$9,737 | +51.79% |
| 2024 | $20,100 | $43,060 | +$22,960 | +114.23% |
| 2025 | $21,300 | $33,263 | +$11,963 | +56.17% |
| 2026 (YTD) | $22,200 | $51,763 | +$29,563 | +133.17% |