Recurring Investment (DCA) Calculator

Project the maturity value of a recurring monthly investment (dollar-cost averaging), with an optional annual step-up to your contribution.

Your details

Results update instantly as you type.

Monthly investment

Expected annual return

Investment duration

yrs

Annual step-up

Increase your monthly investment by this % every year

Maturity Value$174,173

Total Invested$90,000

Wealth Gained$84,173

First Monthly Investment$500

Growth over time

Year	Invested This Year	Interest Earned	Ending Balance
1	$6,000	$266	$6,266
2	$6,000	$787	$13,053
3	$6,000	$1,350	$20,403
4	$6,000	$1,960	$28,363
5	$6,000	$2,621	$36,983
6	$6,000	$3,336	$46,319
7	$6,000	$4,111	$56,430
8	$6,000	$4,950	$67,381
9	$6,000	$5,859	$79,240
10	$6,000	$6,843	$92,083
11	$6,000	$7,909	$105,992
12	$6,000	$9,064	$121,056
13	$6,000	$10,314	$137,370
14	$6,000	$11,668	$155,038
15	$6,000	$13,135	$174,173

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