Consumer Staples
equity · 7 assets
Market overview
+950% since 1988-06 · 7 assets, equal-weighted
DCA Backtest
- Invested
- £42,100
- Value today
- £84,518
- Return
- +100.8%
- Months invested
- 421
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be £73,265 today, so the real (inflation-adjusted) return is +15.4%.
Lump sum instead — £42,100 all at once in Jun 1988: £441,910 (+949.7%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Dec 2021): £4,498 on £5,300 invested (-15.1%).
⚠ 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.
7 assets. Select up to 4 to compare.
- Medium-High Risk(2.4/5)90% ratedUnilever ULVRequity · consumer staples
- Medium-High Risk(2.4/5)100% ratedBritish American Tobacco BATSequity · consumer staples
- Medium-Low Risk(2.2/5)90% ratedDiageo DGEequity · consumer staples
- Medium-High Risk(2.4/5)90% ratedTesco TSCOequity · consumer staples
- Medium-High Risk(2.3/5)90% ratedImperial Brands IMBequity · consumer staples
- High Risk(3.0/5)90% ratedSainsbury's SBRYequity · consumer staples
- Medium-Low Risk(1.9/5)90% ratedHaleon HLNequity · consumer staples