Samsung Electronics, 10 Years of Recurring Investing
What if you had invested about $370 per month in Samsung Electronics starting in 2016?
⚠️ This result is calculated based on today's leading asset. That stock may not have been a leading asset at the time in the past, so the result can look more favorable than it really was (survivorship bias).
What does this scenario show?
Investment period · Jul 2016 – Jul 2026 (10 years)
Investment method · Recurring investment of about $370 per month
Target asset · Samsung Electronics (005930)
Annualized return of about 3.8% (XIRR)
Key results
Values verified by the operator against past data.
Sum of principal contributed during the investment period
Valuation at the end date
Personal return that reflects your investment timing
Risk & recovery metrics
These are the declines you actually had to endure during long-term investing. We do not hide this part.
Maximum drawdown (MDD)
-42.1%
Largest decline from the peak
Longest loss duration
30 months
Longest continuous stretch below principal
Recovery period
38 months
Time to regain the previous peak
What if you had stopped partway?
This calculates what would have happened had you invested in the past in the company that is currently Korea's largest by market capitalization. Calculating past returns based on a company that is a large cap today can make results look better than they really were (survivorship bias).
If you stop investing during a decline, you lose both the chance to lower your average purchase price and the gains from the subsequent rebound. That said, there is no guarantee this result repeats for every asset and every period.
Data sources and limitations
- Based on adjusted close (dividends and splits reflected); survivorship bias present
- This calculation applies today's leading asset to the past, so survivorship bias exists.
- Based on adjusted close (dividends and splits reflected); unless otherwise noted, the exchange rate (FX effect) is not reflected.
- Trading fees and taxes are not reflected. Your actual after-tax return is lower than this.
- This is a result based on past data and does not guarantee future returns.
📋 Results are based on historical data; past returns do not guarantee future returns.
📋 This service is provided for educational purposes to help you understand investing, not as investment advice.
⚠️ Calculated using today's representative assets, which may differ from the market composition at the time.