Energy
equity · 2 assets
Market overview
+52% since 1996-07 · 2 assets, equal-weighted
DCA Backtest
- Invested
- £33,300
- Value today
- £50,429
- Return
- +51.4%
- Months invested
- 333
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be £52,486 today, so the real (inflation-adjusted) return is -3.9%.
Lump sum instead — £33,300 all at once in Jul 1996: £50,536 (+51.8%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Mar 2026): £715.9 on £700 invested (+2.3%).
⚠ 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.
2 assets. Select up to 4 to compare.