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Dollar Cost Averaging Calculator

Project the future value of recurring contributions.

Estimated balance
$260,463
Total contributed
$120,000
Growth
$140,463

Future value of equal contributions earning a constant return. Real-world returns vary year to year, so treat this as a planning estimate, not a forecast.

About

If you put $X into an investment every week or month at an average annual return, what does that grow into? This calculator runs the future-value-of-an-annuity formula and breaks the result into what you contributed and what the market did.

How to use

  1. Enter how much you contribute each period.
  2. Pick how often.
  3. Set how many years and an expected annual return.
  4. Read the projected balance and growth.

FAQ

What return rate should I use?+

Historical US stock market returns average around 10% nominal, 7% real (after inflation). For planning, 6-8% is a common conservative estimate. Use whatever matches your asset mix.

Does this assume contributions at the start or end of each period?+

End of period (ordinary annuity). The difference vs start-of-period is small over long horizons.