Welltower Inc. (WELL) Growth of $10K (Lump Sum & DCA)WELLWelltower Inc.NYSEReal Estate$229.87$-2.89 -1.24%Sep 24, 2026 close © 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$43,879+$33,879 · +338.79%
Total invested$10,000
Annualised (CAGR)+15.96%
Max drawdown-58.70%
SIP · Monthly122 contributions
$100 every month
$40,442+$28,242 · +231.49%
Total invested$12,200
Money-weighted (XIRR)+22.74%
Max drawdown-56.61%
SIP · Biweekly261 contributions
$100 every two weeks
$86,544+$60,444 · +231.59%
Total invested$26,100
Money-weighted (XIRR)+22.81%
Max drawdown-56.26%
Best 12-month stretch+105.84%Mar 2020 → Mar 2021
Worst 12-month stretch-49.38%Apr 2019 → Mar 2020
Deepest drawdown-58.70%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,883on $10,000, trailing 10 years
Growth of your contributions
It would be worth$84,322after your settings in WELL
Profit+$62,122+279.83% on money in
Annualised return+18.12%Money-weighted (XIRR)
Deepest dip-57.50%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-3.44% | +1.50% | +18.26% | +33.36% | +44.01% p.a. | +25.41% p.a. | +15.96% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -9.30% | +0.22% | +13.43% | +24.72% | -16.95% | +36.98% | -21.18% | +41.79% | +42.83% | +51.18% | +24.29% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $9,470 | -$930 | -8.94% |
| 2017 | $11,600 | $10,608 | -$992 | -8.56% |
| 2018 | $12,800 | $13,415 | +$615 | +4.80% |
| 2019 | $14,000 | $17,958 | +$3,958 | +28.27% |
| 2020 | $15,200 | $16,291 | +$1,091 | +7.18% |
| 2021 | $16,400 | $23,666 | +$7,266 | +44.31% |
| 2022 | $17,700 | $19,767 | +$2,067 | +11.68% |
| 2023 | $18,900 | $29,400 | +$10,500 | +55.56% |
| 2024 | $20,100 | $43,412 | +$23,312 | +115.98% |
| 2025 | $21,300 | $67,068 | +$45,768 | +214.87% |
| 2026 (YTD) | $22,200 | $84,322 | +$62,122 | +279.83% |