How is this result calculated?
The calculator estimates the units bought on the selected date and values them with the latest available market price.
DCA return calculator
DCA Investment Calculator: Historical Returns
Change the amount and date to see the current value, profit or loss, and return multiple for DCA.
Calculate for free✓Historical and current price
✓Profit, loss and return multiple
✓Visible source and update time
🔒 = not listed in 2020
Investment Details
$
How to use
- 1Choose the amount and currency.
- 2Enter a date in the past.
- 3Calculate the result with historical and current prices.
Frequently asked questions
How to read the result
The calculator estimates units purchasable at the historical price and values them at the latest valid market price. It is a historical simulation based on the displayed sources, not a forecast.
Tax, broker commission, bid-ask spread and custody costs vary by user and are excluded by default. Dividend reinvestment is not modelled in the S&P 500 price-index result.
Start date can materially change the outcome. Test multiple dates, compare against DCA and review inflation separately from the nominal value.