Consumer Discretionary
equity · 8 assets
Market overview
+506% since 1996-10 · 8 assets, equal-weighted
DCA Backtest
- Invested
- €35,900
- Value today
- €140,291
- Return
- +290.8%
- Months invested
- 359
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be €49,817 today, so the real (inflation-adjusted) return is +181.6%.
Lump sum instead — €35,900 all at once in Oct 1996: €217,618 (+506.2%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Jan 2025): €1,653 on €2,000 invested (-17.3%).
⚠ 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
- Low Risk(1.6/5)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