Dollar cost averaging (DCA) in ANNX 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+17.9%
Final Value$53.1K
Perfectly timed — impossible in practice
Your DCA
StrategyBuy on 1st of month
Total Return-1.6%
Final Value$43.8K
Consistent — no timing needed
Worst Timing DCA
StrategyBuy on monthly high
Total Return-13.4%
Final Value$39.0K
Worst possible — still beats not investing
Best vs Worst gap31.3 pp
Your timing vs best-19.6%
Your timing vs worst+11.8%
If You Keep Investing…
Based on this stock's historical CAGR of -0.3%/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+$0 est. gain
* Projection assumes historical CAGR of -0.3% continues. Actual returns will vary.
Your DCA Results by Date
70 purchases
Date
Price
Invested
Portfolio Value
% Gain
Gain ($)
Jul 24, 2020
$17.76
$10,000
$10,000
+0.00%
$0
Aug 24, 2020
$23.86
$10,500
$13,935
+32.71%
$3,435
Sep 24, 2020
$22.97
$11,000
$13,915
+26.50%
$2,915
Oct 26, 2020
$24.97
$11,500
$15,626
+35.88%
$4,126
Nov 24, 2020
$24.99
$12,000
$16,139
+34.49%
$4,139
Dec 24, 2020
$29.98
$12,500
$19,862
+58.89%
$7,362
Jan 25, 2021
$25.50
$13,000
$17,394
+33.80%
$4,394
Feb 24, 2021
$30.80
$13,500
$21,509
+59.32%
$8,009
Mar 24, 2021
$29.92
$14,000
$21,394
+52.82%
$7,394
Apr 26, 2021
$21.06
$14,500
$15,559
+7.30%
$1,059
May 24, 2021
$20.55
$15,000
$15,682
+4.55%
$682
Jun 24, 2021
$23.65
$15,500
$18,548
+19.66%
$3,048
Jul 26, 2021
$20.33
$16,000
$16,444
+2.78%
$444
Aug 24, 2021
$16.74
$16,500
$14,040
-14.91%
$-2,460
Sep 24, 2021
$20.95
$17,000
$18,071
+6.30%
$1,071
Oct 25, 2021
$17.44
$17,500
$15,544
-11.18%
$-1,956
Nov 24, 2021
$14.62
$18,000
$13,530
-24.83%
$-4,470
Dec 27, 2021
$12.01
$18,500
$11,615
-37.22%
$-6,885
Jan 24, 2022
$7.93
$19,000
$8,169
-57.00%
$-10,831
Feb 24, 2022
$5.60
$19,500
$6,269
-67.85%
$-13,231
Mar 24, 2022
$3.40
$20,000
$4,306
-78.47%
$-15,694
Apr 25, 2022
$2.62
$20,500
$3,818
-81.37%
$-16,682
May 24, 2022
$3.20
$21,000
$5,163
-75.41%
$-15,837
Jun 24, 2022
$3.85
$21,500
$6,712
-68.78%
$-14,788
Jul 25, 2022
$5.00
$22,000
$9,217
-58.10%
$-12,783
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Frequently Asked Questions
Common questions about DCA investing in ANNX
Investing $500 per month in Annexon, Inc. (ANNX) over the past 6 years would be worth approximately $44K today. That's -1.6% total return on $45K invested, with a -0.3% compound annual growth rate (CAGR).