Vertiv Holdings Co (VRT) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$250,415+$240,415 · +2404.15%
Total invested$10,000
Annualised (CAGR)+48.50%
Max drawdown-70.69%
SIP · Monthly100 contributions
$100 every month
$125,271+$115,271 · +1152.71%
Total invested$10,000
Money-weighted (XIRR)+61.30%
Max drawdown-64.91%
SIP · Biweekly213 contributions
$100 every two weeks
$266,969+$245,669 · +1153.38%
Total invested$21,300
Money-weighted (XIRR)+61.44%
Max drawdown-64.59%
Best 12-month stretch+589.95%Apr 2023 → Apr 2024
Worst 12-month stretch-69.23%Jun 2021 → Jun 2022
Deepest drawdown-70.69%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$535on $10,000, trailing 10 years
Growth of your contributions
It would be worth$375,686after your settings in VRT
Profit+$355,686+1778.43% on money in
Annualised return+51.25%Money-weighted (XIRR)
Deepest dip-69.31%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-3.20% | -18.13% | -0.87% | +79.66% | +89.06% p.a. | +59.34% p.a. | — |
Calendar-year returns
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -2.10% | +14.93% | +66.19% | +33.80% | -45.25% | +251.81% | +161.96% | +39.94% | +41.76% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2018 | $10,600 | $10,389 | -$211 | -1.99% |
| 2019 | $11,800 | $13,262 | +$1,462 | +12.39% |
| 2020 | $13,000 | $23,718 | +$10,718 | +82.45% |
| 2021 | $14,200 | $33,007 | +$18,807 | +132.44% |
| 2022 | $15,400 | $19,375 | +$3,975 | +25.81% |
| 2023 | $16,600 | $70,870 | +$54,270 | +326.93% |
| 2024 | $17,900 | $187,660 | +$169,760 | +948.38% |
| 2025 | $19,100 | $264,407 | +$245,307 | +1284.33% |
| 2026 (YTD) | $20,000 | $375,686 | +$355,686 | +1778.43% |