DAXBrenntag savings plan: what would your monthly amount be worth?
With €50 a month since Nov 2016 you'd have €6,278 today, having paid in €6,000.
Savings plan table
Monthly amount and time frame, each calculated up to today.
| 5 years | 10 years | |
|---|---|---|
| €25 a month | €1,393€1,500 paid in | €3,139€3,000 paid in |
| €50 a month | €2,787€3,000 paid in | €6,278€6,000 paid in |
| €100 a month | €5,574€6,000 paid in | €12,556€12,000 paid in |
How often did a 10-year plan pay off?
We calculated every possible 10-year period since Mar 2010 (80 start months).
87.5%
of periods ended in profit
Best start
Aug 2011
2× what was paid in
Worst start
Oct 2015
0.9× 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
€6,278
All at the start
€7,168
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.