Unrated
equity · 2 assets · $53.2B combined
Market overview
+4% since 2026-06 · 2 assets, equal-weighted
DCA Backtest
- Invested
- $300
- Value today
- $301.02
- Return
- +0.3%
- Months invested
- 3
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be $300.07 today, so the real (inflation-adjusted) return is +0.3%.
Lump sum instead — $300 all at once in Jun 2026: $310.52 (+3.5%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Jul 2026): $197.52 on $200 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.