Reinvesting dividends adds $457.13 more over 5 years through compounding.
Historical Benchmark Comparison
S&P 500 Avg (10.26%/yr)
$16,296.33
Your stock trails by $1,296.33
Bonds Avg (5%/yr)
$12,762.82
Your stock beats by $2,237.18
Savings Acct (4%/yr)
$12,166.53
Your stock beats by $2,833.47
Your annualized total return: 8.45%. Benchmarks based on long-term historical averages. Past performance does not guarantee future results.
Growth Over Time
Year 1
Total Value: $10,896.10
Appreciation: $696.10
Dividends: $200.00
Year 2
Total Value: $11,840.66
Appreciation: $1,440.66
Dividends: $400.00
Year 3
Total Value: $12,837.05
Appreciation: $2,237.05
Dividends: $600.00
Year 4
Total Value: $13,888.88
Appreciation: $3,088.88
Dividends: $800.00
Year 5
Total Value: $15,000.00
Appreciation: $4,000.00
Dividends: $1,000.00
1
2
3
4
5
Initial Investment
Appreciation
Dividends
$0.00$7.5K$15.0K
Dollar-Cost Averaging Comparison
Lump Sum ($10,000.00 upfront)
$14,000.00
DCA ($166.67/mo)
$11,854.75
Comparison assumes the same total investment ($10,000.00) either invested upfront or spread equally over 60 months. Lump sum investing historically outperforms DCA approximately 66% of the time in rising markets.