Dollar cost averaging (DCA) in AERT means investing a fixed amount at regular intervals, regardless of share price. This strategy reduces timing risk and builds wealth steadily through market ups and downs.
How This Calculator Works
Our DCA calculator simulates real market conditions using historical price data. It accounts for dividend reinvestment (DRIP), where each dividend payment automatically purchases additional shares. You can adjust the investment amount, frequency, time period, and compare against benchmarks like the S&P 500 and Nasdaq-100.
Same amount invested each month — only the day of purchase changes. How much does intra-month timing actually matter?
Best Timing DCA
StrategyBuy on monthly low
Total Return-58.6%
Final Value$15.1K
Perfectly timed — impossible in practice
Your DCA
StrategyBuy on 1st of month
Total Return-66.3%
Final Value$12.1K
Consistent — no timing needed
Worst Timing DCA
StrategyBuy on monthly high
Total Return-70.1%
Final Value$10.9K
Worst possible — still beats not investing
Best vs Worst gap11.4 pp
Your timing vs best-7.6%
Your timing vs worst+3.8%
If You Keep Investing…
Based on this stock's historical CAGR of -22.0%/yr — put in vs. walk away with.
Your Plan
At $500/mo, this could grow into:
3 Years$18K~1.0x your moneyfrom $18K invested
5 Years$30K~1.0x your moneyfrom $30K invested
10 Years$60K~1.0x your moneyfrom $60K invested
20 Years$120K~1.0x your moneyfrom $120K invested
Compare Other Monthly Amounts
Same CAGR assumption. Use this to pressure-test different monthly commitments.
Monthly
3 Years~1.0x your money
5 Years~1.0x your money
10 Years~1.0x your money
20 Years~1.0x your money
$100/mo
$4K+$0 est. gain
$6K+$0 est. gain
$12K+$0 est. gain
$24K+$0 est. gain
$250/mo
$9K+$0 est. gain
$15K+$0 est. gain
$30K+$0 est. gain
$60K+$0 est. gain
$500/mo
$18K+$0 est. gain
$30K+$0 est. gain
$60K+$0 est. gain
$120K+$0 est. gain
$1,000/mo
$36K+$0 est. gain
$60K+$0 est. gain
$120K+$0 est. gain
$240K+$0 est. gain
* Projection assumes historical CAGR of -22.0% continues. Actual returns will vary.
Your DCA Results by Date
53 purchases
Date
Price
Invested
Portfolio Value
% Gain
Gain ($)
Dec 17, 2021
$9.73
$10,000
$10,000
+0.00%
$0
Jan 18, 2022
$9.75
$10,500
$10,521
+0.20%
$21
Feb 17, 2022
$9.81
$11,000
$11,085
+0.78%
$85
Mar 17, 2022
$9.81
$11,500
$11,585
+0.74%
$85
Apr 18, 2022
$9.89
$12,000
$12,180
+1.50%
$180
May 17, 2022
$9.82
$12,500
$12,594
+0.75%
$94
Jun 17, 2022
$9.84
$13,000
$13,119
+0.92%
$119
Jul 18, 2022
$9.90
$13,500
$13,699
+1.48%
$199
Aug 17, 2022
$9.92
$14,000
$14,227
+1.62%
$227
Sep 19, 2022
$9.98
$14,500
$14,813
+2.16%
$313
Oct 17, 2022
$10.03
$15,000
$15,387
+2.58%
$387
Nov 17, 2022
$10.08
$15,500
$15,964
+2.99%
$464
Dec 19, 2022
$10.15
$16,000
$16,575
+3.59%
$575
Jan 17, 2023
$10.22
$16,500
$17,189
+4.18%
$689
Feb 17, 2023
$10.27
$17,000
$17,773
+4.55%
$773
Mar 17, 2023
$10.31
$17,500
$18,342
+4.81%
$842
Apr 17, 2023
$10.40
$18,000
$19,002
+5.57%
$1,002
May 17, 2023
$10.31
$18,500
$19,338
+4.53%
$838
Jun 20, 2023
$10.37
$19,000
$19,951
+5.00%
$951
Jul 17, 2023
$10.42
$19,500
$20,547
+5.37%
$1,047
Aug 17, 2023
$10.49
$20,000
$21,185
+5.92%
$1,185
Sep 18, 2023
$10.55
$20,500
$21,806
+6.37%
$1,306
Oct 17, 2023
$10.66
$21,000
$22,533
+7.30%
$1,533
Nov 17, 2023
$2.36
$21,500
$5,489
-74.47%
$-16,011
Dec 18, 2023
$2.48
$22,000
$6,268
-71.51%
$-15,732
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Frequently Asked Questions
Common questions about DCA investing in AERT
Investing $500 per month in Aeries Technology, Inc (AERT) over the past 4 years would be worth approximately $12K today. That's -66.3% total return on $36K invested, with a -22.0% compound annual growth rate (CAGR).