Dollar cost averaging (DCA) in EVR 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+233.5%
Final Value$160.1K
Perfectly timed — impossible in practice
Your DCA
StrategyBuy on 1st of month
Total Return+216.5%
Final Value$151.9K
Consistent — no timing needed
Worst Timing DCA
StrategyBuy on monthly high
Total Return+199.9%
Final Value$144.0K
Worst possible — still beats not investing
Best vs Worst gap33.6 pp
Your timing vs best-17.0%
Your timing vs worst+16.6%
If You Keep Investing…
Based on this stock's historical CAGR of 19.9%/yr — put in vs. walk away with.
Your Plan
At $500/mo, this could grow into:
3 Years$24K~1.3x your moneyfrom $18K invested
5 Years$49K~1.6x your moneyfrom $30K invested
10 Years$169K~2.8x your moneyfrom $60K invested
20 Years$1.2M~10.1x your moneyfrom $120K invested
Compare Other Monthly Amounts
Same CAGR assumption. Use this to pressure-test different monthly commitments.
Monthly
3 Years~1.3x your money
5 Years~1.6x your money
10 Years~2.8x your money
20 Years~10.1x your money
$100/mo
$5K+$1K est. gain
$10K+$4K est. gain
$34K+$22K est. gain
$242K+$218K est. gain
$250/mo
$12K+$3K est. gain
$24K+$9K est. gain
$84K+$54K est. gain
$605K+$545K est. gain
$500/mo
$24K+$6K est. gain
$49K+$19K est. gain
$169K+$109K est. gain
$1.2M+$1.1M est. gain
$1,000/mo
$48K+$12K est. gain
$97K+$37K est. gain
$338K+$218K est. gain
$2.4M+$2.2M est. gain
* Projection assumes historical CAGR of 19.9% continues. Actual returns will vary.
Your DCA Results by Date
77 purchases
Date
Price
Invested
Portfolio Value
% Gain
Gain ($)
Jan 2, 2020
$75.72
$10,000
$10,000
+0.00%
$0
Feb 3, 2020
$76.34
$10,500
$10,582
+0.78%
$82
Mar 2, 2020
$68.05
$11,000
$10,012
-8.98%
$-988
Apr 2, 2020
$47.17
$11,500
$7,440
-35.30%
$-4,060
May 4, 2020
$49.50
$12,000
$8,308
-30.77%
$-3,692
Jun 2, 2020
$58.00
$12,500
$10,333
-17.33%
$-2,167
Jul 2, 2020
$57.29
$13,000
$10,707
-17.64%
$-2,293
Aug 3, 2020
$57.41
$13,500
$11,229
-16.82%
$-2,271
Sep 2, 2020
$63.72
$14,000
$13,079
-6.58%
$-921
Oct 2, 2020
$69.01
$14,500
$14,665
+1.14%
$165
Nov 2, 2020
$79.99
$15,000
$17,498
+16.65%
$2,498
Dec 2, 2020
$93.00
$15,500
$20,978
+35.34%
$5,478
Jan 4, 2021
$108.08
$16,000
$24,880
+55.50%
$8,880
Feb 2, 2021
$114.52
$16,500
$26,862
+62.80%
$10,362
Mar 2, 2021
$124.04
$17,000
$29,744
+74.96%
$12,744
Apr 5, 2021
$137.61
$17,500
$33,498
+91.42%
$15,998
May 3, 2021
$140.53
$18,000
$34,709
+92.83%
$16,709
Jun 2, 2021
$142.93
$18,500
$35,964
+94.40%
$17,464
Jul 2, 2021
$143.61
$19,000
$36,635
+92.81%
$17,635
Aug 2, 2021
$130.94
$19,500
$33,903
+73.86%
$14,403
Sep 2, 2021
$139.63
$20,000
$36,833
+84.17%
$16,833
Oct 4, 2021
$140.07
$20,500
$37,450
+82.68%
$16,950
Nov 2, 2021
$152.29
$21,000
$41,217
+96.27%
$20,217
Dec 2, 2021
$139.15
$21,500
$38,333
+78.29%
$16,833
Jan 3, 2022
$137.06
$22,000
$38,257
+73.90%
$16,257
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Frequently Asked Questions
Common questions about DCA investing in EVR
Investing $500 per month in Evercore Inc. (EVR) over the past 6 years would be worth approximately $152K today. That's +216.5% total return on $48K invested, with a +19.9% compound annual growth rate (CAGR). This includes $6K from reinvested dividends.