Low Risk
equity · 6 assets
Market overview
+1060% since 1999-12 · 6 assets, equal-weighted
DCA Backtest
- Invested
- €32,100
- Value today
- €155,404
- Return
- +384.1%
- Months invested
- 321
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be €43,119 today, so the real (inflation-adjusted) return is +260.4%.
Lump sum instead — €32,100 all at once in Dec 1999: €372,254 (+1059.7%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Jan 2025): €1,491 on €2,000 invested (-25.4%).
⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.
Hypothetical — this backtests the group’s cap-weighted index, which isn’t directly investable. A real tracker fund adds fees and tracking difference, and the index only spans months where enough members have history.
6 assets. Select up to 4 to compare.
- Low Risk(1.5/5)90% ratedL'Oreal ORequity · consumer staples
- Low Risk(1.7/5)80% ratedSchneider Electric SUequity · industrials
- Low Risk(1.3/5)90% ratedAir Liquide AIequity · materials
- Low Risk(1.6/5)90% ratedHermes International RMSequity · consumer discretionary
- Low Risk(1.6/5)100% ratedEssilorLuxottica ELequity · health care
- Low Risk(1.6/5)100% ratedBanco Santander SANequity · financials