DAXAllianz savings plan: what would your monthly amount be worth?
With €50 a month since Nov 2016 you'd have €11,483 today, having paid in €6,000.
Savings plan table
Monthly amount and time frame, each calculated up to today.
| 5 years | 10 years | 20 years | |
|---|---|---|---|
| €25 a month | €2,402€1,500 paid in | €5,741€3,000 paid in | €17,742€6,000 paid in |
| €50 a month | €4,804€3,000 paid in | €11,483€6,000 paid in | €35,484€12,000 paid in |
| €100 a month | €9,608€6,000 paid in | €22,965€12,000 paid in | €70,968€24,000 paid in |
How often did a 10-year plan pay off?
We calculated every possible 10-year period since Dec 1996 (239 start months).
76.2%
of periods ended in profit
Best start
Aug 2016
2.1× what was paid in
Worst start
Feb 1999
0.4× what was paid in
Typical (median): 1.3× what was paid in
Monthly plan or all at once?
Same money over the last 10 years: €6,000 either spread monthly or invested at the start.
Monthly plan
€11,483
All at the start
€16,750
When prices rise, investing everything at once usually wins. A monthly plan spreads the risk of a bad entry over many points in time.
Values in EUR, month-start prices, excluding dividends, costs and taxes. Past performance is no guarantee.