DAXBMW savings plan: what would your monthly amount be worth?
With €50 a month since Nov 2016 you'd have €4,184 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 | €986.35€1,500 paid in | €2,092€3,000 paid in | €5,382€6,000 paid in |
| €50 a month | €1,973€3,000 paid in | €4,184€6,000 paid in | €10,763€12,000 paid in |
| €100 a month | €3,945€6,000 paid in | €8,369€12,000 paid in | €21,526€24,000 paid in |
How often did a 10-year plan pay off?
We calculated every possible 10-year period since Nov 1996 (240 start months).
75.8%
of periods ended in profit
Best start
Mar 2005
2.6× what was paid in
Worst start
Jan 1999
0.5× 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
€4,184
All at the start
€4,046
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.