Invitation Homes Inc. (INVH) Growth of $10K (Lump Sum & DCA)INVHInvitation Homes Inc.NYSEReal Estate$26.33$-0.24 -0.90%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
$16,519+$6,519 · +65.19%
Total invested$10,000
Annualised (CAGR)+5.33%
Max drawdown-47.19%
SIP · Monthly118 contributions
$100 every month
$12,777+$977 · +8.28%
Total invested$11,800
Money-weighted (XIRR)+1.63%
Max drawdown-44.26%
SIP · Biweekly253 contributions
$100 every two weeks
$27,201+$1,901 · +7.51%
Total invested$25,300
Money-weighted (XIRR)+1.49%
Max drawdown-46.10%
Best 12-month stretch+81.99%Mar 2020 → Mar 2021
Worst 12-month stretch-33.04%Dec 2021 → Dec 2022
Deepest drawdown-47.19%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,810on $10,000, trailing 10 years
Growth of your contributions
It would be worth$29,296after your settings in INVH
Profit+$7,496+34.38% on money in
Annualised return+4.16%Money-weighted (XIRR)
Deepest dip-46.48%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-6.21% | -12.79% | +5.28% | -3.88% | -2.41% p.a. | -4.09% p.a. | — |
Calendar-year returns
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +15.39% | -13.83% | +54.14% | +0.82% | +55.58% | -33.04% | +19.71% | -3.25% | -9.79% | -1.78% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2017 | $11,100 | $12,733 | +$1,633 | +14.71% |
| 2018 | $12,400 | $12,139 | -$261 | -2.11% |
| 2019 | $13,600 | $20,085 | +$6,485 | +47.68% |
| 2020 | $14,800 | $21,614 | +$6,814 | +46.04% |
| 2021 | $16,000 | $35,148 | +$19,148 | +119.67% |
| 2022 | $17,200 | $24,506 | +$7,306 | +42.48% |
| 2023 | $18,500 | $30,715 | +$12,215 | +66.03% |
| 2024 | $19,700 | $30,850 | +$11,150 | +56.60% |
| 2025 | $20,900 | $28,929 | +$8,029 | +38.42% |
| 2026 (YTD) | $21,800 | $29,296 | +$7,496 | +34.38% |