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Materials

equity · 25 assets · $1.21T combined

Market overview

+3917% since 1985-01 · 25 assets, equal-weighted

971,4042,7104,017
1985-012026-08 · 4,017

DCA Backtest

Invested
$50,000
Value today
$467,766
Return
+835.5%
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 +414.5%.

Lump sum instead — $50,000 all at once in Jan 1985: $2,008,271 (+3916.5%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jul 2026): $203.55 on $200 invested (+1.8%).

⚠ 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.

25 assets. Select up to 4 to compare.