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PepsiCo savings plan: what would your monthly amount be worth?

Q: How often did a 10-year plan pay off?

98.4% of periods ended in profit. Best start: Jun 1986 (3.3× what was paid in). Worst start: Oct 2016 (0.9× what was paid in).

Q: Monthly plan or all at once?

Monthly plan: $5,356. All at the start: $7,479. When prices rise, investing everything at once usually wins. A monthly plan spreads the risk of a bad entry over many points in time.

With $50 a month since Nov 2016 you'd have $5,356 today, having paid in $6,000.

Nov 2016Oct 2026

Savings plan table

Monthly amount and time frame, each calculated up to today.

	5 years	10 years	20 years
$25 a month	$1,169$1,500 paid in	$2,678$3,000 paid in	$7,864$6,000 paid in
$50 a month	$2,338$3,000 paid in	$5,356$6,000 paid in	$15,727$12,000 paid in
$100 a month	$4,677$6,000 paid in	$10,713$12,000 paid in	$31,455$24,000 paid in

How often did a 10-year plan pay off?

We calculated every possible 10-year period since Jan 1985 (382 start months).

98.4%

of periods ended in profit

Best start

Jun 1986

3.3× what was paid in

Worst start

Oct 2016

0.9× what was paid in

Typical (median): 1.5× 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

$5,356

All at the start

$7,479

When prices rise, investing everything at once usually wins. A monthly plan spreads the risk of a bad entry over many points in time.

Calculate your own More about PepsiCo

Values in USD, month-start prices, excluding dividends, costs and taxes. Past performance is no guarantee.