Consumer Discretionary
equity · 8 assets
Market overview
+574% since 1996-10 · 8 assets, equal-weighted
DCA Backtest
- Invested
- €36,000
- Value today
- €123,714
- Return
- +243.6%
- Months invested
- 360
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be €49,917 today, so the real (inflation-adjusted) return is +147.8%.
Lump sum instead — €36,000 all at once in Oct 1996: €242,719 (+574.2%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Feb 2024): €2,431 on €3,200 invested (-24.0%).
⚠ 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.
8 assets. Select up to 4 to compare.
- Medium-Low Risk(1.8/5)100% ratedLVMH MCequity · consumer discretionary
- Medium-Low Risk(2.2/5)100% ratedAdidas ADSequity · consumer discretionary
- Medium-Low Risk(1.8/5)90% ratedHermes International RMSequity · consumer discretionary
- Medium-High Risk(2.4/5)90% ratedProsus PRXequity · consumer discretionary
- Medium-High Risk(2.7/5)100% ratedStellantis STLAMequity · consumer discretionary
- Medium-High Risk(2.6/5)90% ratedVolkswagen VOW3equity · consumer discretionary
- Medium-Low Risk(2.1/5)80% ratedBMW BMWequity · consumer discretionary
- Medium-Low Risk(2.0/5)90% ratedMercedes-Benz Group MBGequity · consumer discretionary