DAXGEA savings plan: what would your monthly amount be worth?
With €50 a month since Nov 2016 you'd have €11,241 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 | €2,269€1,500 paid in | €5,620€3,000 paid in | €14,905€6,000 paid in |
| €50 a month | €4,539€3,000 paid in | €11,241€6,000 paid in | €29,810€12,000 paid in |
| €100 a month | €9,078€6,000 paid in | €22,481€12,000 paid in | €59,620€24,000 paid in |
How often did a 10-year plan pay off?
We calculated every possible 10-year period since Jan 2000 (202 start months).
88.6%
of periods ended in profit
Best start
Mar 2005
2.5× what was paid in
Worst start
Mar 2010
0.7× 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
€11,241
All at the start
€11,515
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.