The Power of Investing for the Long Run With Regular Contributions


Start Date

Starting Capital

Monthly Contribition

Stock vs. Bond % Allocation

Current Value as of {{data[data.length-1].Date}}: {{finalValue|nautilusCurrencyNoDecimal}}

If you had invested {{startingCapital|nautilusCurrencyNoDecimal}} on {{startDate|date}} and then contributed an additional {{monthlyContribution|nautilusCurrencyNoDecimal}} per month to a mix of {{stockAllocation}}% stocks and {{bondAllocation}}% bonds you would have {{finalValue|nautilusCurrencyNoDecimal}} dollars today. Based on historical prices, your worst loss of capital is {{maxDrawdownPercent|percentage:2}} or {{maxDrawdown|nautilusCurrencyNoDecimal}} drop from {{maxDrawdownStartLevel|nautilusCurrencyNoDecimal}} on {{maxDrawdownStart | date : 'MM/dd/yyyy' }} to {{maxDrawdownEndLevel|nautilusCurrencyNoDecimal}} on {{maxDrawdownEnd | date : 'MM/dd/yyyy'}}. Over the course of {{endDate.getFullYear()-startDate.getFullYear()}} years, the portfolio would have experienced {{drawdowns.length}} drops of 10% or more, {{drawdowns15}} drops of 15% or more and {{drawdowns20}} drops of 20% or more.

Acknowledging the volatility, over the course of {{endDate.getFullYear()-startDate.getFullYear()}} years an investor would have created a nest egg of {{finalValue|nautilusCurrencyNoDecimal}} dollars. Build wealth over time, but acknowledge the volatility of the journey.

Monthly Equity Line Performance
{{m}} Year
{{row.Year}} {{month.ROC | percentage:2}} {{row.ROC | percentage:2}}


The Power of Investing for the Long Run With Regular Contributions (Stocks Only)


Start Date

Starting Capital

Monthly Contribition

Total and Annualized Returns by Periods (Monthly Rolling)

Rolling Periods Average Best Worst # of Positive/ Negative % Positive
Total Return Annualized Return Total Return Annualized Return Period Total Return Annualized Return Period
{{r.years}} Years {{r.average|percentage:0}} {{r.annualizedAverage|percentage:2}} {{r.max.roc - ($parent.cpiAdjusted?r.max.cpi:0)|percentage:0}} {{r.annualizedMax.roc - ($parent.cpiAdjusted?r.annualizedMax.cpi:0)|percentage:2}} ({{r.annualizedMax.startDate|date:'MM/yyyy'}} - {{r.annualizedMax.endDate|date:'MM/yyyy'}}) {{r.min.roc - ($parent.cpiAdjusted?r.min.cpi:0)|percentage:0}} {{r.annualizedMin.roc - ($parent.cpiAdjusted?r.annualizedMin.cpi:0)|percentage:2}} ({{r.annualizedMin.startDate|date:'MM/yyyy'}} - {{r.annualizedMin.endDate|date:'MM/yyyy'}}) {{r.annualizedUp}} / {{r.annualizedDown}} {{r.annualizedUp / (r.annualizedUp+r.annualizedDown)|percentage:0}}