一部の詳細コンテンツは韓国語のみでご利用いただけます。

What if you invested monthly in Disney for 15 years?

See the trajectory of contributing 300,000 KRW a month for 15 years into Disney, spanning media, theme parks, and streaming. As a stock that saw its parks shut during COVID and went through a streaming transition, its big drawdowns, long loss periods, and whether it recovered must be viewed together.

⚠️ This asset is an individual stock chosen as of today, so past returns can look better than they really were (survivorship bias).

Investment conditions

Asset · Disney (DIS)

Method · Recurring monthly investment

Period · 2011-07-01 ~ 2026-07-01

Amount · $222 / month

As of · 2026-07-01

Key metrics

These results do not reflect taxes. Based on historical data.

Total invested
$40,222
Final value
$46,847
Profit
$6,625
Cumulative return
+16.5%
Annualized return (XIRR)
2.0%
Number of purchases
181

Risk & recovery

As important as returns. This service does not hide maximum drawdown or loss periods.

Maximum drawdown (MDD)

-54.1%

Largest drop from peak

Longest loss period

4months

Months in loss: 5

Recovery period

0months

Growth over time

Invested principal (dashed) and portfolio value (solid). Values below match the calculation.

차트 로딩 중...

Total invested $40,222Final value $46,847 (+16.5%), Maximum drawdown (MDD) -54.1%

Why this period and asset

Disney is a diversified entertainment company spanning media such as film and TV, theme parks, and the Disney+ streaming service. From this scenario's start in 2011, it climbed on strong content and parks, but in 2020 COVID closed its parks and delayed film releases, driving a large decline. It rebounded on streaming-growth hopes, but the profitability strain of streaming and intensifying competition brought renewed weakness in 2022-2023 - the pain of a business transition reflected directly in the share price. This scenario covers the 15 years from July 2011 to July 2026.

Interpreting the result

Dollar-cost averaging invests the same amount monthly to smooth your cost, and continuing to buy through a crash like COVID can help in the later rebound. But Disney is heavily swayed by company-specific factors such as park closures and streaming-transition costs, so it can drop or stay weak at times different from the broad market. On the result screen, check your ending value along with the maximum drawdown during the period, how long it stayed below your contributions, and the recovery time. Even a famous brand carries single-stock concentration risk.

Caveats & limits

This is a simulation of a single stock - Disney - that happens to have survived and become well known, and past performance does not guarantee future results. The fact that this one worked out says nothing about how other individual stocks will do: countless companies that listed in the same era and then failed or lagged never appear here, which is survivorship bias. A single stock carries far deeper maximum drawdowns, longer periods underwater, and concentration risk - if the business breaks down, it may never recover. Taxes (capital gains, dividends), trading fees, and the KRW/USD exchange rate are not reflected, so real returns differ. This is not a recommendation of any stock; it simply shows what already happened.

Data sources & limits

  • Price data source: Yahoo Finance / FinanceDataReader
  • Collected on: 2026-07-23
  • Effective trading date: 2026-07-01
  • Price basis: 調整後終値(配当・株式分割を反映)
  • This asset is an individual stock chosen as of today, so past returns can look better than they really were (survivorship bias).
  • Trading fees and taxes are not reflected — figures are pre-tax.
  • Based on historical data; does not guarantee future returns.

Frequently asked questions

With 300,000 KRW a month for 15 years, how much do I actually invest?

You contribute 300,000 KRW each month for 15 years - about 180 installments in total. The result screen shows both your total contributions and the ending value, and what matters as much as the final figure is how far it fell and recovered along the way.

How is a single stock like Disney different from indexing?

An index (e.g., the S&P 500) spreads risk across hundreds of companies, while a single stock concentrates it in one. When it works it can far outpace the index, but if the business stumbles the maximum drawdown is deeper and the time underwater is often longer. Always check the max drawdown, loss period, and recovery time.

Does this result include taxes, fees, and exchange rates?

No. It reflects share-price movement only; capital-gains and dividend taxes, trading fees, and the KRW/USD exchange rate are excluded. Your real brokerage return will differ from the displayed figure because of these.

Related scenarios

📋 結果は過去のデータに基づくものです。過去のリターンは将来のリターンを保証しません。

📋 本サービスは投資アドバイスではなく、投資を理解するための教育目的で提供されています。

⚠️ 現在の代表的な資産を用いて計算しているため、当時の市場構成とは異なる場合があります。