S&P 500 Dollar-cost Average Calculator - Specify Date Range
Backtest dollar-cost averaged investments using S&P 500 inflation-adjusted (real) monthly price data from ONLINE DATA ROBERT SHILLER. Prices used by the calculator are from January 1881 through the present. The Initial Investment buys shares one time in the first month. The Recurring Investment buys shares one time in all succeeding months.
| S&P 500 DCA Results Table | |
|---|---|
| Start Date | 2016-01 |
| Initial Price | $2,703.9400 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 0.3698 |
| DCA # Monthly Investments | 124 |
| DCA Total Monthly Investments | $12,400.00 |
| DCA # Monthly Shares Bought | 2.8834 |
| DCA Total Investments | $13,400.00 |
| DCA Total # Shares | 3.2532 |
| Final Price | $7,385.3300 |
| DCA Final Value of Total # Shares | $24,025.93 |
| DCA Percent Return | 79.30% |
| No DCA Total # Shares Bought | 0.3698 |
| No DCA Final Value | $2,731.32 |
| DCA Final Value - No DCA Final Value ($) | $21,294.61 |
| DCA Final Value - No DCA Final Value (%) | 779.64% |