Dollar cost averaging (DCA) in PWP 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+91.6%
Final Value$82.4K
Perfectly timed — impossible in practice
Your DCA
StrategyBuy on 1st of month
Total Return+81.7%
Final Value$77.2K
Consistent — no timing needed
Worst Timing DCA
StrategyBuy on monthly high
Total Return+72.0%
Final Value$74.0K
Worst possible — still beats not investing
Best vs Worst gap19.6 pp
Your timing vs best-9.9%
Your timing vs worst+9.6%
If You Keep Investing…
Based on this stock's historical CAGR of 11.6%/yr — put in vs. walk away with.
Your Plan
At $500/mo, this could grow into:
3 Years$21K~1.2x your moneyfrom $18K invested
5 Years$40K~1.3x your moneyfrom $30K invested
10 Years$108K~1.8x your moneyfrom $60K invested
20 Years$433K~3.6x 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~1.3x your money
10 Years~1.8x your money
20 Years~3.6x your money
$100/mo
$4K+$642 est. gain
$8K+$2K est. gain
$22K+$10K est. gain
$87K+$63K est. gain
$250/mo
$11K+$2K est. gain
$20K+$5K est. gain
$54K+$24K est. gain
$216K+$156K est. gain
$500/mo
$21K+$3K est. gain
$40K+$10K est. gain
$108K+$48K est. gain
$433K+$313K est. gain
$1,000/mo
$42K+$6K est. gain
$80K+$20K est. gain
$217K+$97K est. gain
$865K+$625K est. gain
* Projection assumes historical CAGR of 11.6% continues. Actual returns will vary.
Your DCA Results by Date
66 purchases
Date
Price
Invested
Portfolio Value
% Gain
Gain ($)
Nov 20, 2020
$9.90
$10,000
$10,000
+0.00%
$0
Dec 21, 2020
$10.28
$10,500
$10,884
+3.66%
$384
Jan 20, 2021
$12.22
$11,000
$13,438
+22.16%
$2,438
Feb 22, 2021
$11.06
$11,500
$12,662
+10.11%
$1,162
Mar 22, 2021
$11.20
$12,000
$13,322
+11.02%
$1,322
Apr 20, 2021
$10.90
$12,500
$13,466
+7.72%
$966
May 20, 2021
$11.76
$13,000
$15,028
+15.60%
$2,028
Jun 21, 2021
$11.89
$13,500
$15,694
+16.25%
$2,194
Jul 20, 2021
$12.82
$14,000
$17,422
+24.44%
$3,422
Aug 20, 2021
$13.57
$14,500
$18,941
+30.63%
$4,441
Sep 20, 2021
$13.15
$15,000
$18,944
+26.29%
$3,944
Oct 20, 2021
$13.96
$15,500
$20,610
+32.97%
$5,110
Nov 22, 2021
$12.50
$16,000
$18,955
+18.47%
$2,955
Dec 20, 2021
$11.90
$16,500
$18,651
+13.03%
$2,151
Jan 20, 2022
$10.87
$17,000
$17,536
+3.15%
$536
Feb 22, 2022
$10.79
$17,500
$17,907
+2.33%
$407
Mar 21, 2022
$9.20
$18,000
$15,869
-11.84%
$-2,131
Apr 20, 2022
$8.43
$18,500
$15,041
-18.70%
$-3,459
May 20, 2022
$6.73
$19,000
$12,634
-33.51%
$-6,366
Jun 21, 2022
$6.50
$19,500
$12,702
-34.86%
$-6,798
Jul 20, 2022
$6.52
$20,000
$13,241
-33.80%
$-6,759
Aug 22, 2022
$7.55
$20,500
$15,833
-22.77%
$-4,667
Sep 20, 2022
$7.74
$21,000
$16,892
-19.56%
$-4,108
Oct 20, 2022
$6.90
$21,500
$15,558
-27.64%
$-5,942
Nov 21, 2022
$9.52
$22,000
$21,966
-0.15%
$-34
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Frequently Asked Questions
Common questions about DCA investing in PWP
Investing $500 per month in Perella Weinberg Partners (PWP) over the past 5 years would be worth approximately $77K today. That's +81.7% total return on $43K invested, with a +11.6% compound annual growth rate (CAGR). This includes $4K from reinvested dividends.