Investing timing scenario library
Lump Sum vs DCA Examples
Browse 200 worked examples comparing investing all at once versus spreading the same cash out over time across windfalls, retirement rollovers, taxable accounts, and broad-market assumptions.
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Broad Market Lump Sum vs DCA Examples
Examples comparing lump sum and DCA under broad-market style return assumptions.
- Broad Market Lump Sum vs DCA for $12,000 at $500 per Month Over 2 Years $12,000 total · $500 monthly DCA · 5% assumed return
- Broad Market Lump Sum vs DCA for $12,000 at $750 per Month Over 3 Years $12,000 total · $750 monthly DCA · 6% assumed return
- Broad Market Lump Sum vs DCA for $12,000 at $1,000 per Month Over 4 Years $12,000 total · $1,000 monthly DCA · 7% assumed return
- Broad Market Lump Sum vs DCA for $12,000 at $1,500 per Month Over 5 Years $12,000 total · $1,500 monthly DCA · 7.5% assumed return
- Broad Market Lump Sum vs DCA for $12,000 at $2,000 per Month Over 6 Years $12,000 total · $2,000 monthly DCA · 8% assumed return
- Broad Market Lump Sum vs DCA for $12,000 at $2,500 per Month Over 7 Years $12,000 total · $2,500 monthly DCA · 8.5% assumed return
- Broad Market Lump Sum vs DCA for $12,000 at $3,000 per Month Over 8 Years $12,000 total · $3,000 monthly DCA · 9% assumed return
- Broad Market Lump Sum vs DCA for $12,000 at $4,000 per Month Over 10 Years $12,000 total · $4,000 monthly DCA · 10% assumed return
- Broad Market Lump Sum vs DCA for $24,000 at $500 per Month Over 2 Years $24,000 total · $500 monthly DCA · 5% assumed return
- Broad Market Lump Sum vs DCA for $24,000 at $750 per Month Over 3 Years $24,000 total · $750 monthly DCA · 6% assumed return
- Broad Market Lump Sum vs DCA for $24,000 at $1,000 per Month Over 4 Years $24,000 total · $1,000 monthly DCA · 7% assumed return
- Broad Market Lump Sum vs DCA for $24,000 at $1,500 per Month Over 5 Years $24,000 total · $1,500 monthly DCA · 7.5% assumed return
- Broad Market Lump Sum vs DCA for $24,000 at $2,000 per Month Over 6 Years $24,000 total · $2,000 monthly DCA · 8% assumed return
- Broad Market Lump Sum vs DCA for $24,000 at $2,500 per Month Over 7 Years $24,000 total · $2,500 monthly DCA · 8.5% assumed return
- Broad Market Lump Sum vs DCA for $24,000 at $3,000 per Month Over 8 Years $24,000 total · $3,000 monthly DCA · 9% assumed return
- Broad Market Lump Sum vs DCA for $24,000 at $4,000 per Month Over 10 Years $24,000 total · $4,000 monthly DCA · 10% assumed return
- Broad Market Lump Sum vs DCA for $36,000 at $500 per Month Over 2 Years $36,000 total · $500 monthly DCA · 5% assumed return
- Broad Market Lump Sum vs DCA for $36,000 at $750 per Month Over 3 Years $36,000 total · $750 monthly DCA · 6% assumed return
- Broad Market Lump Sum vs DCA for $36,000 at $1,000 per Month Over 4 Years $36,000 total · $1,000 monthly DCA · 7% assumed return
- Broad Market Lump Sum vs DCA for $36,000 at $1,500 per Month Over 5 Years $36,000 total · $1,500 monthly DCA · 7.5% assumed return
- Broad Market Lump Sum vs DCA for $36,000 at $2,000 per Month Over 6 Years $36,000 total · $2,000 monthly DCA · 8% assumed return
- Broad Market Lump Sum vs DCA for $36,000 at $2,500 per Month Over 7 Years $36,000 total · $2,500 monthly DCA · 8.5% assumed return
- Broad Market Lump Sum vs DCA for $36,000 at $3,000 per Month Over 8 Years $36,000 total · $3,000 monthly DCA · 9% assumed return
- Broad Market Lump Sum vs DCA for $36,000 at $4,000 per Month Over 10 Years $36,000 total · $4,000 monthly DCA · 10% assumed return
- Broad Market Lump Sum vs DCA for $60,000 at $500 per Month Over 2 Years $60,000 total · $500 monthly DCA · 5% assumed return
- Broad Market Lump Sum vs DCA for $60,000 at $750 per Month Over 3 Years $60,000 total · $750 monthly DCA · 6% assumed return
- Broad Market Lump Sum vs DCA for $60,000 at $1,000 per Month Over 4 Years $60,000 total · $1,000 monthly DCA · 7% assumed return
- Broad Market Lump Sum vs DCA for $60,000 at $1,500 per Month Over 5 Years $60,000 total · $1,500 monthly DCA · 7.5% assumed return
- Broad Market Lump Sum vs DCA for $60,000 at $2,000 per Month Over 6 Years $60,000 total · $2,000 monthly DCA · 8% assumed return
- Broad Market Lump Sum vs DCA for $60,000 at $2,500 per Month Over 7 Years $60,000 total · $2,500 monthly DCA · 8.5% assumed return
- Broad Market Lump Sum vs DCA for $60,000 at $3,000 per Month Over 8 Years $60,000 total · $3,000 monthly DCA · 9% assumed return
- Broad Market Lump Sum vs DCA for $60,000 at $4,000 per Month Over 10 Years $60,000 total · $4,000 monthly DCA · 10% assumed return
- Broad Market Lump Sum vs DCA for $120,000 at $500 per Month Over 2 Years $120,000 total · $500 monthly DCA · 5% assumed return
- Broad Market Lump Sum vs DCA for $120,000 at $750 per Month Over 3 Years $120,000 total · $750 monthly DCA · 6% assumed return
- Broad Market Lump Sum vs DCA for $120,000 at $1,000 per Month Over 4 Years $120,000 total · $1,000 monthly DCA · 7% assumed return
- Broad Market Lump Sum vs DCA for $120,000 at $1,500 per Month Over 5 Years $120,000 total · $1,500 monthly DCA · 7.5% assumed return
- Broad Market Lump Sum vs DCA for $120,000 at $2,000 per Month Over 6 Years $120,000 total · $2,000 monthly DCA · 8% assumed return
- Broad Market Lump Sum vs DCA for $120,000 at $2,500 per Month Over 7 Years $120,000 total · $2,500 monthly DCA · 8.5% assumed return
- Broad Market Lump Sum vs DCA for $120,000 at $3,000 per Month Over 8 Years $120,000 total · $3,000 monthly DCA · 9% assumed return
- Broad Market Lump Sum vs DCA for $120,000 at $4,000 per Month Over 10 Years $120,000 total · $4,000 monthly DCA · 10% assumed return
Windfall Investing Examples
Examples framed around deploying a windfall immediately or in monthly slices.
- Windfall Lump Sum vs DCA for $25,000 at $1,000 per Month Over 3 Years $25,000 total · $1,000 monthly DCA · 5% assumed return
- Windfall Lump Sum vs DCA for $25,000 at $1,500 per Month Over 4 Years $25,000 total · $1,500 monthly DCA · 6% assumed return
- Windfall Lump Sum vs DCA for $25,000 at $2,000 per Month Over 5 Years $25,000 total · $2,000 monthly DCA · 7% assumed return
- Windfall Lump Sum vs DCA for $25,000 at $2,500 per Month Over 6 Years $25,000 total · $2,500 monthly DCA · 7.5% assumed return
- Windfall Lump Sum vs DCA for $25,000 at $3,000 per Month Over 7 Years $25,000 total · $3,000 monthly DCA · 8% assumed return
- Windfall Lump Sum vs DCA for $25,000 at $4,000 per Month Over 8 Years $25,000 total · $4,000 monthly DCA · 8.5% assumed return
- Windfall Lump Sum vs DCA for $25,000 at $5,000 per Month Over 9 Years $25,000 total · $5,000 monthly DCA · 9% assumed return
- Windfall Lump Sum vs DCA for $25,000 at $6,000 per Month Over 10 Years $25,000 total · $6,000 monthly DCA · 10% assumed return
- Windfall Lump Sum vs DCA for $50,000 at $1,000 per Month Over 3 Years $50,000 total · $1,000 monthly DCA · 5% assumed return
- Windfall Lump Sum vs DCA for $50,000 at $1,500 per Month Over 4 Years $50,000 total · $1,500 monthly DCA · 6% assumed return
- Windfall Lump Sum vs DCA for $50,000 at $2,000 per Month Over 5 Years $50,000 total · $2,000 monthly DCA · 7% assumed return
- Windfall Lump Sum vs DCA for $50,000 at $2,500 per Month Over 6 Years $50,000 total · $2,500 monthly DCA · 7.5% assumed return
- Windfall Lump Sum vs DCA for $50,000 at $3,000 per Month Over 7 Years $50,000 total · $3,000 monthly DCA · 8% assumed return
- Windfall Lump Sum vs DCA for $50,000 at $4,000 per Month Over 8 Years $50,000 total · $4,000 monthly DCA · 8.5% assumed return
- Windfall Lump Sum vs DCA for $50,000 at $5,000 per Month Over 9 Years $50,000 total · $5,000 monthly DCA · 9% assumed return
- Windfall Lump Sum vs DCA for $50,000 at $6,000 per Month Over 10 Years $50,000 total · $6,000 monthly DCA · 10% assumed return
- Windfall Lump Sum vs DCA for $75,000 at $1,000 per Month Over 3 Years $75,000 total · $1,000 monthly DCA · 5% assumed return
- Windfall Lump Sum vs DCA for $75,000 at $1,500 per Month Over 4 Years $75,000 total · $1,500 monthly DCA · 6% assumed return
- Windfall Lump Sum vs DCA for $75,000 at $2,000 per Month Over 5 Years $75,000 total · $2,000 monthly DCA · 7% assumed return
- Windfall Lump Sum vs DCA for $75,000 at $2,500 per Month Over 6 Years $75,000 total · $2,500 monthly DCA · 7.5% assumed return
- Windfall Lump Sum vs DCA for $75,000 at $3,000 per Month Over 7 Years $75,000 total · $3,000 monthly DCA · 8% assumed return
- Windfall Lump Sum vs DCA for $75,000 at $4,000 per Month Over 8 Years $75,000 total · $4,000 monthly DCA · 8.5% assumed return
- Windfall Lump Sum vs DCA for $75,000 at $5,000 per Month Over 9 Years $75,000 total · $5,000 monthly DCA · 9% assumed return
- Windfall Lump Sum vs DCA for $75,000 at $6,000 per Month Over 10 Years $75,000 total · $6,000 monthly DCA · 10% assumed return
- Windfall Lump Sum vs DCA for $100,000 at $1,000 per Month Over 3 Years $100,000 total · $1,000 monthly DCA · 5% assumed return
- Windfall Lump Sum vs DCA for $100,000 at $1,500 per Month Over 4 Years $100,000 total · $1,500 monthly DCA · 6% assumed return
- Windfall Lump Sum vs DCA for $100,000 at $2,000 per Month Over 5 Years $100,000 total · $2,000 monthly DCA · 7% assumed return
- Windfall Lump Sum vs DCA for $100,000 at $2,500 per Month Over 6 Years $100,000 total · $2,500 monthly DCA · 7.5% assumed return
- Windfall Lump Sum vs DCA for $100,000 at $3,000 per Month Over 7 Years $100,000 total · $3,000 monthly DCA · 8% assumed return
- Windfall Lump Sum vs DCA for $100,000 at $4,000 per Month Over 8 Years $100,000 total · $4,000 monthly DCA · 8.5% assumed return
- Windfall Lump Sum vs DCA for $100,000 at $5,000 per Month Over 9 Years $100,000 total · $5,000 monthly DCA · 9% assumed return
- Windfall Lump Sum vs DCA for $100,000 at $6,000 per Month Over 10 Years $100,000 total · $6,000 monthly DCA · 10% assumed return
- Windfall Lump Sum vs DCA for $150,000 at $1,000 per Month Over 3 Years $150,000 total · $1,000 monthly DCA · 5% assumed return
- Windfall Lump Sum vs DCA for $150,000 at $1,500 per Month Over 4 Years $150,000 total · $1,500 monthly DCA · 6% assumed return
- Windfall Lump Sum vs DCA for $150,000 at $2,000 per Month Over 5 Years $150,000 total · $2,000 monthly DCA · 7% assumed return
- Windfall Lump Sum vs DCA for $150,000 at $2,500 per Month Over 6 Years $150,000 total · $2,500 monthly DCA · 7.5% assumed return
- Windfall Lump Sum vs DCA for $150,000 at $3,000 per Month Over 7 Years $150,000 total · $3,000 monthly DCA · 8% assumed return
- Windfall Lump Sum vs DCA for $150,000 at $4,000 per Month Over 8 Years $150,000 total · $4,000 monthly DCA · 8.5% assumed return
- Windfall Lump Sum vs DCA for $150,000 at $5,000 per Month Over 9 Years $150,000 total · $5,000 monthly DCA · 9% assumed return
- Windfall Lump Sum vs DCA for $150,000 at $6,000 per Month Over 10 Years $150,000 total · $6,000 monthly DCA · 10% assumed return
Retirement Rollover Examples
Examples comparing a rollover invested immediately versus phased in over time.
- Retirement Rollover Lump Sum vs DCA for $50,000 at $2,000 per Month Over 3 Years $50,000 total · $2,000 monthly DCA · 5% assumed return
- Retirement Rollover Lump Sum vs DCA for $50,000 at $3,000 per Month Over 4 Years $50,000 total · $3,000 monthly DCA · 6% assumed return
- Retirement Rollover Lump Sum vs DCA for $50,000 at $4,000 per Month Over 5 Years $50,000 total · $4,000 monthly DCA · 6.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $50,000 at $5,000 per Month Over 6 Years $50,000 total · $5,000 monthly DCA · 7% assumed return
- Retirement Rollover Lump Sum vs DCA for $50,000 at $6,000 per Month Over 7 Years $50,000 total · $6,000 monthly DCA · 7.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $50,000 at $7,000 per Month Over 8 Years $50,000 total · $7,000 monthly DCA · 8% assumed return
- Retirement Rollover Lump Sum vs DCA for $50,000 at $8,000 per Month Over 9 Years $50,000 total · $8,000 monthly DCA · 8.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $50,000 at $10,000 per Month Over 10 Years $50,000 total · $10,000 monthly DCA · 9% assumed return
- Retirement Rollover Lump Sum vs DCA for $100,000 at $2,000 per Month Over 3 Years $100,000 total · $2,000 monthly DCA · 5% assumed return
- Retirement Rollover Lump Sum vs DCA for $100,000 at $3,000 per Month Over 4 Years $100,000 total · $3,000 monthly DCA · 6% assumed return
- Retirement Rollover Lump Sum vs DCA for $100,000 at $4,000 per Month Over 5 Years $100,000 total · $4,000 monthly DCA · 6.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $100,000 at $5,000 per Month Over 6 Years $100,000 total · $5,000 monthly DCA · 7% assumed return
- Retirement Rollover Lump Sum vs DCA for $100,000 at $6,000 per Month Over 7 Years $100,000 total · $6,000 monthly DCA · 7.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $100,000 at $7,000 per Month Over 8 Years $100,000 total · $7,000 monthly DCA · 8% assumed return
- Retirement Rollover Lump Sum vs DCA for $100,000 at $8,000 per Month Over 9 Years $100,000 total · $8,000 monthly DCA · 8.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $100,000 at $10,000 per Month Over 10 Years $100,000 total · $10,000 monthly DCA · 9% assumed return
- Retirement Rollover Lump Sum vs DCA for $150,000 at $2,000 per Month Over 3 Years $150,000 total · $2,000 monthly DCA · 5% assumed return
- Retirement Rollover Lump Sum vs DCA for $150,000 at $3,000 per Month Over 4 Years $150,000 total · $3,000 monthly DCA · 6% assumed return
- Retirement Rollover Lump Sum vs DCA for $150,000 at $4,000 per Month Over 5 Years $150,000 total · $4,000 monthly DCA · 6.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $150,000 at $5,000 per Month Over 6 Years $150,000 total · $5,000 monthly DCA · 7% assumed return
- Retirement Rollover Lump Sum vs DCA for $150,000 at $6,000 per Month Over 7 Years $150,000 total · $6,000 monthly DCA · 7.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $150,000 at $7,000 per Month Over 8 Years $150,000 total · $7,000 monthly DCA · 8% assumed return
- Retirement Rollover Lump Sum vs DCA for $150,000 at $8,000 per Month Over 9 Years $150,000 total · $8,000 monthly DCA · 8.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $150,000 at $10,000 per Month Over 10 Years $150,000 total · $10,000 monthly DCA · 9% assumed return
- Retirement Rollover Lump Sum vs DCA for $250,000 at $2,000 per Month Over 3 Years $250,000 total · $2,000 monthly DCA · 5% assumed return
- Retirement Rollover Lump Sum vs DCA for $250,000 at $3,000 per Month Over 4 Years $250,000 total · $3,000 monthly DCA · 6% assumed return
- Retirement Rollover Lump Sum vs DCA for $250,000 at $4,000 per Month Over 5 Years $250,000 total · $4,000 monthly DCA · 6.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $250,000 at $5,000 per Month Over 6 Years $250,000 total · $5,000 monthly DCA · 7% assumed return
- Retirement Rollover Lump Sum vs DCA for $250,000 at $6,000 per Month Over 7 Years $250,000 total · $6,000 monthly DCA · 7.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $250,000 at $7,000 per Month Over 8 Years $250,000 total · $7,000 monthly DCA · 8% assumed return
- Retirement Rollover Lump Sum vs DCA for $250,000 at $8,000 per Month Over 9 Years $250,000 total · $8,000 monthly DCA · 8.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $250,000 at $10,000 per Month Over 10 Years $250,000 total · $10,000 monthly DCA · 9% assumed return
- Retirement Rollover Lump Sum vs DCA for $500,000 at $2,000 per Month Over 3 Years $500,000 total · $2,000 monthly DCA · 5% assumed return
- Retirement Rollover Lump Sum vs DCA for $500,000 at $3,000 per Month Over 4 Years $500,000 total · $3,000 monthly DCA · 6% assumed return
- Retirement Rollover Lump Sum vs DCA for $500,000 at $4,000 per Month Over 5 Years $500,000 total · $4,000 monthly DCA · 6.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $500,000 at $5,000 per Month Over 6 Years $500,000 total · $5,000 monthly DCA · 7% assumed return
- Retirement Rollover Lump Sum vs DCA for $500,000 at $6,000 per Month Over 7 Years $500,000 total · $6,000 monthly DCA · 7.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $500,000 at $7,000 per Month Over 8 Years $500,000 total · $7,000 monthly DCA · 8% assumed return
- Retirement Rollover Lump Sum vs DCA for $500,000 at $8,000 per Month Over 9 Years $500,000 total · $8,000 monthly DCA · 8.5% assumed return
- Retirement Rollover Lump Sum vs DCA for $500,000 at $10,000 per Month Over 10 Years $500,000 total · $10,000 monthly DCA · 9% assumed return
Taxable Investing Examples
Examples for taxable-account investing timing under the same return assumption.
- Taxable Investing Lump Sum vs DCA for $15,000 at $750 per Month Over 3 Years $15,000 total · $750 monthly DCA · 4.5% assumed return
- Taxable Investing Lump Sum vs DCA for $15,000 at $1,000 per Month Over 4 Years $15,000 total · $1,000 monthly DCA · 5.5% assumed return
- Taxable Investing Lump Sum vs DCA for $15,000 at $1,500 per Month Over 5 Years $15,000 total · $1,500 monthly DCA · 6.5% assumed return
- Taxable Investing Lump Sum vs DCA for $15,000 at $2,000 per Month Over 6 Years $15,000 total · $2,000 monthly DCA · 7% assumed return
- Taxable Investing Lump Sum vs DCA for $15,000 at $2,500 per Month Over 7 Years $15,000 total · $2,500 monthly DCA · 7.5% assumed return
- Taxable Investing Lump Sum vs DCA for $15,000 at $3,000 per Month Over 8 Years $15,000 total · $3,000 monthly DCA · 8% assumed return
- Taxable Investing Lump Sum vs DCA for $15,000 at $4,000 per Month Over 9 Years $15,000 total · $4,000 monthly DCA · 8.5% assumed return
- Taxable Investing Lump Sum vs DCA for $15,000 at $5,000 per Month Over 10 Years $15,000 total · $5,000 monthly DCA · 9% assumed return
- Taxable Investing Lump Sum vs DCA for $30,000 at $750 per Month Over 3 Years $30,000 total · $750 monthly DCA · 4.5% assumed return
- Taxable Investing Lump Sum vs DCA for $30,000 at $1,000 per Month Over 4 Years $30,000 total · $1,000 monthly DCA · 5.5% assumed return
- Taxable Investing Lump Sum vs DCA for $30,000 at $1,500 per Month Over 5 Years $30,000 total · $1,500 monthly DCA · 6.5% assumed return
- Taxable Investing Lump Sum vs DCA for $30,000 at $2,000 per Month Over 6 Years $30,000 total · $2,000 monthly DCA · 7% assumed return
- Taxable Investing Lump Sum vs DCA for $30,000 at $2,500 per Month Over 7 Years $30,000 total · $2,500 monthly DCA · 7.5% assumed return
- Taxable Investing Lump Sum vs DCA for $30,000 at $3,000 per Month Over 8 Years $30,000 total · $3,000 monthly DCA · 8% assumed return
- Taxable Investing Lump Sum vs DCA for $30,000 at $4,000 per Month Over 9 Years $30,000 total · $4,000 monthly DCA · 8.5% assumed return
- Taxable Investing Lump Sum vs DCA for $30,000 at $5,000 per Month Over 10 Years $30,000 total · $5,000 monthly DCA · 9% assumed return
- Taxable Investing Lump Sum vs DCA for $50,000 at $750 per Month Over 3 Years $50,000 total · $750 monthly DCA · 4.5% assumed return
- Taxable Investing Lump Sum vs DCA for $50,000 at $1,000 per Month Over 4 Years $50,000 total · $1,000 monthly DCA · 5.5% assumed return
- Taxable Investing Lump Sum vs DCA for $50,000 at $1,500 per Month Over 5 Years $50,000 total · $1,500 monthly DCA · 6.5% assumed return
- Taxable Investing Lump Sum vs DCA for $50,000 at $2,000 per Month Over 6 Years $50,000 total · $2,000 monthly DCA · 7% assumed return
- Taxable Investing Lump Sum vs DCA for $50,000 at $2,500 per Month Over 7 Years $50,000 total · $2,500 monthly DCA · 7.5% assumed return
- Taxable Investing Lump Sum vs DCA for $50,000 at $3,000 per Month Over 8 Years $50,000 total · $3,000 monthly DCA · 8% assumed return
- Taxable Investing Lump Sum vs DCA for $50,000 at $4,000 per Month Over 9 Years $50,000 total · $4,000 monthly DCA · 8.5% assumed return
- Taxable Investing Lump Sum vs DCA for $50,000 at $5,000 per Month Over 10 Years $50,000 total · $5,000 monthly DCA · 9% assumed return
- Taxable Investing Lump Sum vs DCA for $80,000 at $750 per Month Over 3 Years $80,000 total · $750 monthly DCA · 4.5% assumed return
- Taxable Investing Lump Sum vs DCA for $80,000 at $1,000 per Month Over 4 Years $80,000 total · $1,000 monthly DCA · 5.5% assumed return
- Taxable Investing Lump Sum vs DCA for $80,000 at $1,500 per Month Over 5 Years $80,000 total · $1,500 monthly DCA · 6.5% assumed return
- Taxable Investing Lump Sum vs DCA for $80,000 at $2,000 per Month Over 6 Years $80,000 total · $2,000 monthly DCA · 7% assumed return
- Taxable Investing Lump Sum vs DCA for $80,000 at $2,500 per Month Over 7 Years $80,000 total · $2,500 monthly DCA · 7.5% assumed return
- Taxable Investing Lump Sum vs DCA for $80,000 at $3,000 per Month Over 8 Years $80,000 total · $3,000 monthly DCA · 8% assumed return
- Taxable Investing Lump Sum vs DCA for $80,000 at $4,000 per Month Over 9 Years $80,000 total · $4,000 monthly DCA · 8.5% assumed return
- Taxable Investing Lump Sum vs DCA for $80,000 at $5,000 per Month Over 10 Years $80,000 total · $5,000 monthly DCA · 9% assumed return
- Taxable Investing Lump Sum vs DCA for $120,000 at $750 per Month Over 3 Years $120,000 total · $750 monthly DCA · 4.5% assumed return
- Taxable Investing Lump Sum vs DCA for $120,000 at $1,000 per Month Over 4 Years $120,000 total · $1,000 monthly DCA · 5.5% assumed return
- Taxable Investing Lump Sum vs DCA for $120,000 at $1,500 per Month Over 5 Years $120,000 total · $1,500 monthly DCA · 6.5% assumed return
- Taxable Investing Lump Sum vs DCA for $120,000 at $2,000 per Month Over 6 Years $120,000 total · $2,000 monthly DCA · 7% assumed return
- Taxable Investing Lump Sum vs DCA for $120,000 at $2,500 per Month Over 7 Years $120,000 total · $2,500 monthly DCA · 7.5% assumed return
- Taxable Investing Lump Sum vs DCA for $120,000 at $3,000 per Month Over 8 Years $120,000 total · $3,000 monthly DCA · 8% assumed return
- Taxable Investing Lump Sum vs DCA for $120,000 at $4,000 per Month Over 9 Years $120,000 total · $4,000 monthly DCA · 8.5% assumed return
- Taxable Investing Lump Sum vs DCA for $120,000 at $5,000 per Month Over 10 Years $120,000 total · $5,000 monthly DCA · 9% assumed return
Volatile Market Examples
Examples with lower or more cautious return assumptions to compare timing decisions in choppier markets.
- Volatile Market Lump Sum vs DCA for $12,000 at $500 per Month Over 2 Years $12,000 total · $500 monthly DCA · 3% assumed return
- Volatile Market Lump Sum vs DCA for $12,000 at $750 per Month Over 3 Years $12,000 total · $750 monthly DCA · 4% assumed return
- Volatile Market Lump Sum vs DCA for $12,000 at $1,000 per Month Over 4 Years $12,000 total · $1,000 monthly DCA · 5% assumed return
- Volatile Market Lump Sum vs DCA for $12,000 at $1,500 per Month Over 5 Years $12,000 total · $1,500 monthly DCA · 6% assumed return
- Volatile Market Lump Sum vs DCA for $12,000 at $2,000 per Month Over 6 Years $12,000 total · $2,000 monthly DCA · 7% assumed return
- Volatile Market Lump Sum vs DCA for $12,000 at $2,500 per Month Over 7 Years $12,000 total · $2,500 monthly DCA · 7.5% assumed return
- Volatile Market Lump Sum vs DCA for $12,000 at $3,000 per Month Over 8 Years $12,000 total · $3,000 monthly DCA · 8% assumed return
- Volatile Market Lump Sum vs DCA for $12,000 at $4,000 per Month Over 10 Years $12,000 total · $4,000 monthly DCA · 9% assumed return
- Volatile Market Lump Sum vs DCA for $24,000 at $500 per Month Over 2 Years $24,000 total · $500 monthly DCA · 3% assumed return
- Volatile Market Lump Sum vs DCA for $24,000 at $750 per Month Over 3 Years $24,000 total · $750 monthly DCA · 4% assumed return
- Volatile Market Lump Sum vs DCA for $24,000 at $1,000 per Month Over 4 Years $24,000 total · $1,000 monthly DCA · 5% assumed return
- Volatile Market Lump Sum vs DCA for $24,000 at $1,500 per Month Over 5 Years $24,000 total · $1,500 monthly DCA · 6% assumed return
- Volatile Market Lump Sum vs DCA for $24,000 at $2,000 per Month Over 6 Years $24,000 total · $2,000 monthly DCA · 7% assumed return
- Volatile Market Lump Sum vs DCA for $24,000 at $2,500 per Month Over 7 Years $24,000 total · $2,500 monthly DCA · 7.5% assumed return
- Volatile Market Lump Sum vs DCA for $24,000 at $3,000 per Month Over 8 Years $24,000 total · $3,000 monthly DCA · 8% assumed return
- Volatile Market Lump Sum vs DCA for $24,000 at $4,000 per Month Over 10 Years $24,000 total · $4,000 monthly DCA · 9% assumed return
- Volatile Market Lump Sum vs DCA for $36,000 at $500 per Month Over 2 Years $36,000 total · $500 monthly DCA · 3% assumed return
- Volatile Market Lump Sum vs DCA for $36,000 at $750 per Month Over 3 Years $36,000 total · $750 monthly DCA · 4% assumed return
- Volatile Market Lump Sum vs DCA for $36,000 at $1,000 per Month Over 4 Years $36,000 total · $1,000 monthly DCA · 5% assumed return
- Volatile Market Lump Sum vs DCA for $36,000 at $1,500 per Month Over 5 Years $36,000 total · $1,500 monthly DCA · 6% assumed return
- Volatile Market Lump Sum vs DCA for $36,000 at $2,000 per Month Over 6 Years $36,000 total · $2,000 monthly DCA · 7% assumed return
- Volatile Market Lump Sum vs DCA for $36,000 at $2,500 per Month Over 7 Years $36,000 total · $2,500 monthly DCA · 7.5% assumed return
- Volatile Market Lump Sum vs DCA for $36,000 at $3,000 per Month Over 8 Years $36,000 total · $3,000 monthly DCA · 8% assumed return
- Volatile Market Lump Sum vs DCA for $36,000 at $4,000 per Month Over 10 Years $36,000 total · $4,000 monthly DCA · 9% assumed return
- Volatile Market Lump Sum vs DCA for $60,000 at $500 per Month Over 2 Years $60,000 total · $500 monthly DCA · 3% assumed return
- Volatile Market Lump Sum vs DCA for $60,000 at $750 per Month Over 3 Years $60,000 total · $750 monthly DCA · 4% assumed return
- Volatile Market Lump Sum vs DCA for $60,000 at $1,000 per Month Over 4 Years $60,000 total · $1,000 monthly DCA · 5% assumed return
- Volatile Market Lump Sum vs DCA for $60,000 at $1,500 per Month Over 5 Years $60,000 total · $1,500 monthly DCA · 6% assumed return
- Volatile Market Lump Sum vs DCA for $60,000 at $2,000 per Month Over 6 Years $60,000 total · $2,000 monthly DCA · 7% assumed return
- Volatile Market Lump Sum vs DCA for $60,000 at $2,500 per Month Over 7 Years $60,000 total · $2,500 monthly DCA · 7.5% assumed return
- Volatile Market Lump Sum vs DCA for $60,000 at $3,000 per Month Over 8 Years $60,000 total · $3,000 monthly DCA · 8% assumed return
- Volatile Market Lump Sum vs DCA for $60,000 at $4,000 per Month Over 10 Years $60,000 total · $4,000 monthly DCA · 9% assumed return
- Volatile Market Lump Sum vs DCA for $120,000 at $500 per Month Over 2 Years $120,000 total · $500 monthly DCA · 3% assumed return
- Volatile Market Lump Sum vs DCA for $120,000 at $750 per Month Over 3 Years $120,000 total · $750 monthly DCA · 4% assumed return
- Volatile Market Lump Sum vs DCA for $120,000 at $1,000 per Month Over 4 Years $120,000 total · $1,000 monthly DCA · 5% assumed return
- Volatile Market Lump Sum vs DCA for $120,000 at $1,500 per Month Over 5 Years $120,000 total · $1,500 monthly DCA · 6% assumed return
- Volatile Market Lump Sum vs DCA for $120,000 at $2,000 per Month Over 6 Years $120,000 total · $2,000 monthly DCA · 7% assumed return
- Volatile Market Lump Sum vs DCA for $120,000 at $2,500 per Month Over 7 Years $120,000 total · $2,500 monthly DCA · 7.5% assumed return
- Volatile Market Lump Sum vs DCA for $120,000 at $3,000 per Month Over 8 Years $120,000 total · $3,000 monthly DCA · 8% assumed return
- Volatile Market Lump Sum vs DCA for $120,000 at $4,000 per Month Over 10 Years $120,000 total · $4,000 monthly DCA · 9% assumed return
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