Dollar cost averaging (DCA) in FRT 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 FRT Analysis
FRT DCA Calculator
Dollar Cost Averaging — Federal Realty Investment Trust
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+35.1%
Final Value$64.8K
Perfectly timed — impossible in practice
Your DCA
StrategyBuy on 1st of month
Total Return+29.1%
Final Value$62.0K
Consistent — no timing needed
Worst Timing DCA
StrategyBuy on monthly high
Total Return+23.9%
Final Value$59.5K
Worst possible — still beats not investing
Best vs Worst gap11.2 pp
Your timing vs best-6.0%
Your timing vs worst+5.2%
If You Keep Investing…
Based on this stock's historical CAGR of 4.1%/yr — put in vs. walk away with.
Your Plan
At $500/mo, this could grow into:
3 Years$19K~1.1x your moneyfrom $18K invested
5 Years$33K~1.1x your moneyfrom $30K invested
10 Years$74K~1.2x your moneyfrom $60K invested
20 Years$184K~1.5x your moneyfrom $120K invested
Compare Other Monthly Amounts
Same CAGR assumption. Use this to pressure-test different monthly commitments.
Monthly
3 Years~1.1x your money
5 Years~1.1x your money
10 Years~1.2x your money
20 Years~1.5x your money
$100/mo
$4K+$220 est. gain
$7K+$636 est. gain
$15K+$3K est. gain
$37K+$13K est. gain
$250/mo
$10K+$550 est. gain
$17K+$2K est. gain
$37K+$7K est. gain
$92K+$32K est. gain
$500/mo
$19K+$1K est. gain
$33K+$3K est. gain
$74K+$14K est. gain
$184K+$64K est. gain
$1,000/mo
$38K+$2K est. gain
$66K+$6K est. gain
$148K+$28K est. gain
$368K+$128K est. gain
* Projection assumes historical CAGR of 4.1% continues. Actual returns will vary.
Your DCA Results by Date
77 purchases
Date
Price
Invested
Portfolio Value
% Gain
Gain ($)
Jan 2, 2020
$125.28
$10,000
$10,000
+0.00%
$0
Feb 3, 2020
$125.07
$10,500
$10,483
-0.16%
$-17
Mar 2, 2020
$119.93
$11,000
$10,552
-4.07%
$-448
Apr 2, 2020
$66.40
$11,500
$6,400
-44.34%
$-5,100
May 4, 2020
$77.54
$12,000
$7,974
-33.55%
$-4,026
Jun 2, 2020
$88.34
$12,500
$9,585
-23.32%
$-2,915
Jul 2, 2020
$85.54
$13,000
$9,896
-23.88%
$-3,104
Aug 3, 2020
$75.67
$13,500
$9,254
-31.45%
$-4,246
Sep 2, 2020
$81.30
$14,000
$10,443
-25.41%
$-3,557
Oct 2, 2020
$78.43
$14,500
$10,720
-26.07%
$-3,780
Nov 2, 2020
$71.45
$15,000
$10,266
-31.56%
$-4,734
Dec 2, 2020
$89.96
$15,500
$13,425
-13.38%
$-2,075
Jan 4, 2021
$82.27
$16,000
$12,931
-19.18%
$-3,069
Feb 2, 2021
$87.23
$16,500
$14,210
-13.88%
$-2,290
Mar 2, 2021
$101.55
$17,000
$17,043
+0.25%
$43
Apr 5, 2021
$103.85
$17,500
$18,098
+3.41%
$598
May 3, 2021
$113.02
$18,000
$20,196
+12.20%
$2,196
Jun 2, 2021
$119.03
$18,500
$21,769
+17.67%
$3,269
Jul 2, 2021
$117.86
$19,000
$22,246
+17.09%
$3,246
Aug 2, 2021
$116.57
$19,500
$22,503
+15.40%
$3,003
Sep 2, 2021
$123.14
$20,000
$24,271
+21.36%
$4,271
Oct 4, 2021
$121.96
$20,500
$24,759
+20.77%
$4,259
Nov 2, 2021
$124.49
$21,000
$25,772
+22.73%
$4,772
Dec 2, 2021
$127.38
$21,500
$26,871
+24.98%
$5,371
Jan 3, 2022
$136.72
$22,000
$29,567
+34.40%
$7,567
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Frequently Asked Questions
Common questions about DCA investing in FRT
Investing $500 per month in Federal Realty Investment Trust (FRT) over the past 6 years would be worth approximately $62K today. That's +29.1% total return on $48K invested, with a +4.1% compound annual growth rate (CAGR). This includes $8K from reinvested dividends.