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Dollar-cost averaging calculator

Project a monthly contribution plan against a one-off investment, with real (inflation-adjusted) output and a contribution-vs-growth breakdown.

Assumptions

1 = invest everything immediately.

Crash test drops the market 35% over months 4–9 of the horizon, then recovers linearly over three years.

Invest immediately

 

Average in

 

Difference

 

Portfolio path

Immediate Averaged Money contributed

Where the final number comes from

No account, no tracking of your inputs: this tool is plain JavaScript and every number stays on your device.

About this tool

Does dollar-cost averaging beat investing a lump sum?
Historically, on average, no — because markets rise more often than they fall, money invested earlier is exposed to growth longer. Vanguard's research on US, UK and Australian data found immediate lump-sum investing outperformed a 12-month averaging schedule roughly two-thirds of the time. DCA is a behavioural and risk-timing tool, not a return-maximising one.
What return rate should I put in?
Use a range, not a point estimate. A common conservative frame for a globally diversified equity portfolio is 4–7% real (after inflation). Anything above 12% nominal as a long-run assumption should be treated as a stress test, not a plan.
Is my data sent anywhere?
No. Every calculation runs in your browser with JavaScript. Nothing is uploaded, stored or logged.

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