DQYDJ S&P 500 Dollar Cost Averaging Return Calculator
Starting Month
January
February
March
April
May
June
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September
October
November
December
Starting Year
Ending Month
January
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May
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August
September
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Ending Year
Starting Amount ($)
Monthly Investment ($)
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Management Fees
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Capital Gains Tax Rate (%)
Custom Dividend Tax Entry
(Months and Days Ignored)
1871-01-01 0 1936-01-01 0.04 1940-01-01 0 1954-01-01 0.22 1964-01-01 0.2 1965-01-01 0.19 1968-01-01 0.22 1975-01-01 0.25 1977-01-01 0.22 1978-01-01 0.25 1979-01-01 0.24 1981-01-01 0.28 1982-01-01 0.25 1983-01-01 0.23 1984-01-01 0.22 1987-01-01 0.15
Custom Management Fee Entry
(Days Ignored)
Monthly Investment Entry
(Days Ignored)
1990-01-01 6000 1991-01-01 6000 1992-01-01 6000 1993-01-01 6000 1994-01-01 6000 1995-01-01 6000 1996-01-01 6000 1997-01-01 6000 1998-01-01 6000 1999-01-01 6000 2000-01-01 6000 2001-01-01 6000 2002-01-01 6000 2003-01-01 6000 2004-01-01 6000 2005-01-01 6000 2006-01-01 6000 2007-01-01 6000 2008-01-01 6000 2009-01-01 6000 2010-01-01 6000 2011-01-01 6000 2012-01-01 6000 2013-01-01 6000 2014-01-01 6000 2015-01-01 6000 2016-01-01 6000 2017-01-01 6000 2018-01-01 6000 2019-01-01 6000
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Final Value of Portfolio ($)
Annualized Return (
XIRR
- %)
Total Invested (Cost Basis - $)
Value After Capital Gains Tax ($)