Extra Space Storage, Inc. (EXR) Growth of $10K (Lump Sum & DCA)EXRExtra Space Storage, Inc.NYSEReal Estate$131.51$-1.98 -1.48%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
$25,507+$15,507 · +155.07%
Total invested$10,000
Annualised (CAGR)+9.83%
Max drawdown-50.75%
SIP · Monthly122 contributions
$100 every month
$17,095+$4,895 · +40.12%
Total invested$12,200
Money-weighted (XIRR)+6.59%
Max drawdown-42.08%
SIP · Biweekly261 contributions
$100 every two weeks
$36,439+$10,339 · +39.61%
Total invested$26,100
Money-weighted (XIRR)+6.54%
Max drawdown-41.69%
Best 12-month stretch+100.98%Dec 2020 → Dec 2021
Worst 12-month stretch-39.05%Oct 2022 → Oct 2023
Deepest drawdown-50.75%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$6,522on $10,000, trailing 10 years
Growth of your contributions
It would be worth$42,602after your settings in EXR
Profit+$20,402+91.90% on money in
Annualised return+8.86%Money-weighted (XIRR)
Deepest dip-47.94%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.45% | -10.90% | +0.48% | -3.57% | +8.19% p.a. | -1.17% p.a. | +9.83% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +3.44% | +17.83% | +4.16% | +25.39% | +12.68% | +100.98% | -32.82% | +13.86% | -1.88% | -9.26% | +3.89% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,658 | +$358 | +3.47% |
| 2017 | $11,500 | $13,932 | +$2,432 | +21.14% |
| 2018 | $12,800 | $15,810 | +$3,010 | +23.52% |
| 2019 | $14,000 | $21,055 | +$7,055 | +50.39% |
| 2020 | $15,200 | $25,140 | +$9,940 | +65.40% |
| 2021 | $16,400 | $52,318 | +$35,918 | +219.01% |
| 2022 | $17,600 | $36,135 | +$18,535 | +105.31% |
| 2023 | $18,800 | $42,571 | +$23,771 | +126.44% |
| 2024 | $20,100 | $43,062 | +$22,962 | +114.24% |
| 2025 | $21,300 | $40,194 | +$18,894 | +88.71% |
| 2026 (YTD) | $22,200 | $42,602 | +$20,402 | +91.90% |