Energy
equity · 2 assets
Market overview
+142% since 1999-12 · 2 assets, equal-weighted
DCA Backtest
- Invested
- €32,100
- Value today
- €51,360
- Return
- +60.0%
- 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 +19.1%.
Lump sum instead — €32,100 all at once in Dec 1999: €77,842 (+142.5%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Feb 2026): €708.27 on €700 invested (+1.2%).
⚠ 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.
2 assets. Select up to 4 to compare.