Unrated
equity · 4 assets · $106.1B combined
Market overview
+1086% since 2008-03 · 4 assets, equal-weighted
DCA Backtest
- Invested
- $22,400
- Value today
- $100,854
- Return
- +350.2%
- Months invested
- 224
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be $29,610 today, so the real (inflation-adjusted) return is +240.6%.
Lump sum instead — $22,400 all at once in Mar 2008: $265,595 (+1085.7%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Feb 2021): $9,208 on $6,900 invested (+33.5%).
⚠ 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.
4 assets. Select up to 4 to compare.
- Partial 2.1/5(45%)Honeywell Aerospace HONAequity · industrials, aerospace & defense
- Partial 2.5/5(45%)Twilio TWLOequity · information technology, systems software
- Partial 3.1/5(45%)Skydance Corporation SKYDequity · communication services, movies & entertainment
- Partial 2.1/5(45%)Visa Inc. Vequity · financials, transaction & payment processing services