Ventas, Inc. (VTR) Growth of $10K (Lump Sum & DCA)VTRVentas, Inc.NYSEReal Estate$85.02$-1.89 -2.17%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
$19,262+$9,262 · +92.62%
Total invested$10,000
Annualised (CAGR)+6.79%
Max drawdown-70.60%
SIP · Monthly122 contributions
$100 every month
$22,858+$10,658 · +87.36%
Total invested$12,200
Money-weighted (XIRR)+12.11%
Max drawdown-64.86%
SIP · Biweekly261 contributions
$100 every two weeks
$48,914+$22,814 · +87.41%
Total invested$26,100
Money-weighted (XIRR)+12.15%
Max drawdown-65.75%
Best 12-month stretch+167.61%Mar 2020 → Mar 2021
Worst 12-month stretch-64.67%Mar 2019 → Mar 2020
Deepest drawdown-70.60%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,365on $10,000, trailing 10 years
Growth of your contributions
It would be worth$42,121after your settings in VTR
Profit+$19,921+89.73% on money in
Annualised return+8.71%Money-weighted (XIRR)
Deepest dip-69.03%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-5.25% | -7.55% | +3.32% | +24.88% | +32.95% p.a. | +12.99% p.a. | +6.79% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -5.40% | +0.71% | +1.70% | +3.98% | -8.74% | +7.73% | -8.53% | +15.06% | +21.03% | +36.35% | +11.97% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,764 | -$536 | -5.20% |
| 2017 | $11,500 | $10,981 | -$519 | -4.51% |
| 2018 | $12,800 | $12,554 | -$246 | -1.92% |
| 2019 | $14,000 | $14,151 | +$151 | +1.08% |
| 2020 | $15,200 | $14,491 | -$709 | -4.66% |
| 2021 | $16,400 | $16,762 | +$362 | +2.21% |
| 2022 | $17,600 | $16,435 | -$1,165 | -6.62% |
| 2023 | $18,800 | $20,259 | +$1,459 | +7.76% |
| 2024 | $20,100 | $25,986 | +$5,886 | +29.29% |
| 2025 | $21,300 | $36,812 | +$15,512 | +72.83% |
| 2026 (YTD) | $22,200 | $42,121 | +$19,921 | +89.73% |