Recurring Investment Calculator

It is a tool that backtests and visualizes the historical return of a recurring investment plan. The calculation is based on the historical stock prices and user-defined parameters, such as the investment amount and investment cycle. Please note that the results are for reference only and do not represent predictions or guarantees of future returns, nor do they constitute any investment advice.

 

Recurring Investment Return is calculated by assuming that regular contributions are made on the first available trading day of each month. It is a rough estimate and does not guarantee future performance or offer any investment advice.

Recurring Investment Return = (Cumulative Profit or Loss / Total Contributions) * 100%

Cumulative Profit or Loss = Current Market Value of Holdings - Total Contributions

 

• Investment Cycle: Calculations look back 365 days from the last trading day for a one-year investment cycle. If a stock has been listed for less time than the set cycle, the return is shown from the date of listing.

• Current Market Value of Holdings: Calculations use the last trading day's closing price (even if the market is closed on the current trading day).

• Other Considerations: Recurring Investment returns are recalculated to reflect the impact of corporate actions like stock splits by adjusting historical prices accordingly. The calculation does not include dividends, commissions, or fees, which should be considered along with other risks when making investment decisions.

 

• Compare historical recurring investment returns of different underlying assets over the same time period;

• Compare the recurring investment returns from the same underlying asset over different time periods.