DAXFresenius savings plan: what would your monthly amount be worth?
With €50 a month since Nov 2016 you'd have €6,684 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 | €2,022€1,500 paid in | €3,342€3,000 paid in | €9,028€6,000 paid in |
| €50 a month | €4,044€3,000 paid in | €6,684€6,000 paid in | €18,055€12,000 paid in |
| €100 a month | €8,089€6,000 paid in | €13,369€12,000 paid in | €36,110€24,000 paid in |
How often did a 10-year plan pay off?
We calculated every possible 10-year period since Nov 1998 (216 start months).
74.5%
of periods ended in profit
Best start
Nov 2005
3.4× what was paid in
Worst start
Sep 2012
0.5× what was paid in
Typical (median): 1.6× 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
€6,684
All at the start
€3,892
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.