Federal Realty Investment Trust (FRT) Growth of $10K (Lump Sum & DCA)FRTFederal Realty Investment TrustNYSEReal Estate$108.29$-1.10 -1.01%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
$10,892+$892 · +8.92%
Total invested$10,000
Annualised (CAGR)+0.86%
Max drawdown-51.79%
SIP · Monthly122 contributions
$100 every month
$14,723+$2,523 · +20.68%
Total invested$12,200
Money-weighted (XIRR)+3.70%
Max drawdown-46.38%
SIP · Biweekly261 contributions
$100 every two weeks
$31,580+$5,480 · +21.00%
Total invested$26,100
Money-weighted (XIRR)+3.76%
Max drawdown-45.84%
Best 12-month stretch+100.21%Nov 2020 → Nov 2021
Worst 12-month stretch-51.01%Apr 2019 → Mar 2020
Deepest drawdown-51.79%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,847on $10,000, trailing 10 years
Growth of your contributions
It would be worth$25,615after your settings in FRT
Profit+$3,415+15.38% on money in
Annualised return+1.96%Money-weighted (XIRR)
Deepest dip-49.78%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-7.52% | -11.01% | +2.34% | +12.38% | +11.92% p.a. | +1.74% p.a. | +0.86% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -1.43% | -3.59% | -8.21% | +10.38% | -29.23% | +65.97% | -22.66% | +6.55% | +10.84% | -5.47% | +11.55% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,161 | -$139 | -1.35% |
| 2017 | $11,500 | $11,033 | -$467 | -4.06% |
| 2018 | $12,800 | $11,400 | -$1,400 | -10.94% |
| 2019 | $14,000 | $13,751 | -$249 | -1.78% |
| 2020 | $15,200 | $10,980 | -$4,220 | -27.76% |
| 2021 | $16,400 | $19,714 | +$3,314 | +20.21% |
| 2022 | $17,600 | $16,381 | -$1,219 | -6.93% |
| 2023 | $18,800 | $18,747 | -$53 | -0.28% |
| 2024 | $20,100 | $22,149 | +$2,049 | +10.19% |
| 2025 | $21,300 | $22,178 | +$878 | +4.12% |
| 2026 (YTD) | $22,200 | $25,615 | +$3,415 | +15.38% |