Dollar cost averaging (DCA) in AMG 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.
More AMG Analysis
AMG DCA Calculator
Dollar Cost Averaging — Affiliated Managers Group, Inc.
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+164.2%
Final Value$126.8K
Perfectly timed — impossible in practice
Your DCA
StrategyBuy on 1st of month
Total Return+152.0%
Final Value$121.0K
Consistent — no timing needed
Worst Timing DCA
StrategyBuy on monthly high
Total Return+139.9%
Final Value$115.2K
Worst possible — still beats not investing
Best vs Worst gap24.3 pp
Your timing vs best-12.2%
Your timing vs worst+12.1%
If You Keep Investing…
Based on this stock's historical CAGR of 15.7%/yr — put in vs. walk away with.
Your Plan
At $500/mo, this could grow into:
3 Years$22K~1.2x your moneyfrom $18K invested
5 Years$44K~1.5x your moneyfrom $30K invested
10 Years$135K~2.2x your moneyfrom $60K invested
20 Years$715K~6.0x your moneyfrom $120K invested
Compare Other Monthly Amounts
Same CAGR assumption. Use this to pressure-test different monthly commitments.
Monthly
3 Years~1.2x your money
5 Years~1.5x your money
10 Years~2.2x your money
20 Years~6.0x your money
$100/mo
$4K+$889 est. gain
$9K+$3K est. gain
$27K+$15K est. gain
$143K+$119K est. gain
$250/mo
$11K+$2K est. gain
$22K+$7K est. gain
$67K+$37K est. gain
$357K+$297K est. gain
$500/mo
$22K+$4K est. gain
$44K+$14K est. gain
$135K+$75K est. gain
$715K+$595K est. gain
$1,000/mo
$45K+$9K est. gain
$88K+$28K est. gain
$270K+$150K est. gain
$1.4M+$1.2M est. gain
* Projection assumes historical CAGR of 15.7% continues. Actual returns will vary.
Your DCA Results by Date
77 purchases
Date
Price
Invested
Portfolio Value
% Gain
Gain ($)
Jan 2, 2020
$83.99
$10,000
$10,000
+0.00%
$0
Feb 3, 2020
$80.25
$10,500
$10,055
-4.24%
$-445
Mar 2, 2020
$78.36
$11,000
$10,355
-5.86%
$-645
Apr 2, 2020
$56.72
$11,500
$7,996
-30.47%
$-3,504
May 4, 2020
$65.84
$12,000
$9,781
-18.49%
$-2,219
Jun 2, 2020
$69.72
$12,500
$10,859
-13.13%
$-1,641
Jul 2, 2020
$72.82
$13,000
$11,842
-8.91%
$-1,158
Aug 3, 2020
$68.29
$13,500
$11,606
-14.03%
$-1,894
Sep 2, 2020
$71.06
$14,000
$12,578
-10.16%
$-1,422
Oct 2, 2020
$69.10
$14,500
$12,731
-12.20%
$-1,769
Nov 2, 2020
$76.51
$15,000
$14,596
-2.69%
$-404
Dec 2, 2020
$90.06
$15,500
$17,683
+14.09%
$2,183
Jan 4, 2021
$99.11
$16,000
$19,960
+24.75%
$3,960
Feb 2, 2021
$111.99
$16,500
$23,054
+39.72%
$6,554
Mar 2, 2021
$139.50
$17,000
$29,220
+71.88%
$12,220
Apr 5, 2021
$154.41
$17,500
$32,843
+87.67%
$15,343
May 3, 2021
$161.41
$18,000
$34,832
+93.51%
$16,832
Jun 2, 2021
$166.30
$18,500
$36,389
+96.70%
$17,889
Jul 2, 2021
$155.94
$19,000
$34,622
+82.22%
$15,622
Aug 2, 2021
$159.87
$19,500
$35,995
+84.59%
$16,495
Sep 2, 2021
$166.97
$20,000
$38,096
+90.48%
$18,096
Oct 4, 2021
$149.57
$20,500
$34,626
+68.91%
$14,126
Nov 2, 2021
$188.15
$21,000
$44,057
+109.80%
$23,057
Dec 2, 2021
$171.17
$21,500
$40,583
+88.76%
$19,083
Jan 3, 2022
$162.38
$22,000
$38,999
+77.27%
$16,999
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Frequently Asked Questions
Common questions about DCA investing in AMG
Investing $500 per month in Affiliated Managers Group, Inc. (AMG) over the past 6 years would be worth approximately $121K today. That's +152.0% total return on $48K invested, with a +15.7% compound annual growth rate (CAGR). This includes $109 from reinvested dividends.