Health Care
equity · 3 assets
Market overview
+1021% since 1988-06 · 3 assets, equal-weighted
DCA Backtest
- Invested
- £42,100
- Value today
- £129,142
- Return
- +206.8%
- 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 +76.3%.
Lump sum instead — £42,100 all at once in Jun 1988: £472,025 (+1021.2%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Feb 2026): £628.22 on £700 invested (-10.3%).
⚠ 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.