Energy
equity · 21 assets · $2.26T combined
Market overview
+4615% since 1985-01 · 21 assets, equal-weighted
DCA Backtest
- Invested
- $50,000
- Value today
- $728,895
- Return
- +1357.8%
- Months invested
- 500
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be $90,910 today, so the real (inflation-adjusted) return is +701.8%.
Lump sum instead — $50,000 all at once in Jan 1985: $2,357,509 (+4615.0%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Feb 2026): $648.38 on $700 invested (-7.4%).
⚠ 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.
21 assets. Select up to 4 to compare.
- Low Risk(1.7/5)65% ratedExxonMobil XOMequity · energy, integrated oil & gas
- Medium-Low Risk(1.8/5)80% ratedChevron Corporation CVXequity · energy, integrated oil & gas
- Medium-Low Risk(1.8/5)80% ratedConocoPhillips COPequity · energy, oil & gas exploration & production
- Extreme Risk(3.3/5)80% ratedMarathon Petroleum MPCequity · energy, oil & gas refining & marketing
- High Risk(2.8/5)80% ratedValero Energy VLOequity · energy, oil & gas refining & marketing
- High Risk(3.0/5)80% ratedWilliams Companies WMBequity · energy, oil & gas storage & transportation
- High Risk(2.8/5)80% ratedPhillips 66 PSXequity · energy, oil & gas refining & marketing
- Medium-High Risk(2.6/5)80% ratedSchlumberger SLBequity · energy, oil & gas equipment & services
- Medium-Low Risk(1.8/5)80% ratedEOG Resources EOGequity · energy, oil & gas exploration & production
- Medium-Low Risk(2.2/5)80% ratedKinder Morgan KMIequity · energy, oil & gas storage & transportation
- Medium-High Risk(2.7/5)65% ratedBaker Hughes BKRequity · energy, oil & gas equipment & services
- Medium-Low Risk(2.2/5)80% ratedOccidental Petroleum OXYequity · energy, oil & gas exploration & production
- Medium-High Risk(2.3/5)80% ratedOneok OKEequity · energy, oil & gas storage & transportation
- High Risk(3.1/5)80% ratedTarga Resources TRGPequity · energy, oil & gas storage & transportation
- High Risk(2.8/5)80% ratedDiamondback Energy FANGequity · energy, oil & gas exploration & production
- Medium-Low Risk(2.2/5)80% ratedDevon Energy DVNequity · energy, oil & gas exploration & production
- Medium-High Risk(2.6/5)80% ratedEQT Corporation EQTequity · energy, oil & gas exploration & production
- Medium-High Risk(2.5/5)65% ratedHalliburton HALequity · energy, oil & gas equipment & services
- Medium-Low Risk(2.2/5)60% ratedTexas Pacific Land Corporation TPLequity · energy, oil & gas exploration & production
- Medium-Low Risk(2.2/5)80% ratedExpand Energy EXEequity · energy, oil & gas exploration & production
- High Risk(3.0/5)80% ratedAPA Corporation APAequity · energy, oil & gas exploration & production