DAXMünchener Rück savings plan: what would your monthly amount be worth?
With €50 a month since Nov 2016 you'd have €11,474 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 | €2,015€1,500 paid in | €5,737€3,000 paid in | €17,864€6,000 paid in |
| €50 a month | €4,031€3,000 paid in | €11,474€6,000 paid in | €35,727€12,000 paid in |
| €100 a month | €8,061€6,000 paid in | €22,948€12,000 paid in | €71,455€24,000 paid in |
How often did a 10-year plan pay off?
We calculated every possible 10-year period since Jun 1998 (221 start months).
80.1%
of periods ended in profit
Best start
Apr 2015
2.6× what was paid in
Worst start
Mar 1999
0.7× what was paid in
Typical (median): 1.4× 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
€11,474
All at the start
€17,820
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.