Dollar cost averaging (DCA) in WHG 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 WHG Analysis
WHG DCA Calculator
Dollar Cost Averaging — Westwood Holdings 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+31.9%
Final Value$63.3K
Perfectly timed — impossible in practice
Your DCA
StrategyBuy on 1st of month
Total Return+21.9%
Final Value$58.5K
Consistent — no timing needed
Worst Timing DCA
StrategyBuy on monthly high
Total Return+13.8%
Final Value$54.6K
Worst possible — still beats not investing
Best vs Worst gap18.1 pp
Your timing vs best-10.0%
Your timing vs worst+8.1%
If You Keep Investing…
Based on this stock's historical CAGR of 3.2%/yr — put in vs. walk away with.
Your Plan
At $500/mo, this could grow into:
3 Years$19K~1.0x your moneyfrom $18K invested
5 Years$32K~1.1x your moneyfrom $30K invested
10 Years$70K~1.2x your moneyfrom $60K invested
20 Years$166K~1.4x 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~1.1x your money
10 Years~1.2x your money
20 Years~1.4x your money
$100/mo
$4K+$169 est. gain
$6K+$485 est. gain
$14K+$2K est. gain
$33K+$9K est. gain
$250/mo
$9K+$422 est. gain
$16K+$1K est. gain
$35K+$5K est. gain
$83K+$23K est. gain
$500/mo
$19K+$844 est. gain
$32K+$2K est. gain
$70K+$10K est. gain
$166K+$46K est. gain
$1,000/mo
$38K+$2K est. gain
$65K+$5K est. gain
$141K+$21K est. gain
$333K+$93K est. gain
* Projection assumes historical CAGR of 3.2% continues. Actual returns will vary.
Your DCA Results by Date
77 purchases
Date
Price
Invested
Portfolio Value
% Gain
Gain ($)
Jan 2, 2020
$29.00
$10,000
$10,000
+0.00%
$0
Feb 3, 2020
$28.00
$10,500
$10,155
-3.28%
$-345
Mar 2, 2020
$25.37
$11,000
$9,701
-11.81%
$-1,299
Apr 2, 2020
$16.80
$11,500
$7,050
-38.69%
$-4,450
May 4, 2020
$21.38
$12,000
$9,472
-21.06%
$-2,528
Jun 2, 2020
$18.39
$12,500
$8,648
-30.82%
$-3,852
Jul 2, 2020
$14.60
$13,000
$7,365
-43.34%
$-5,635
Aug 3, 2020
$11.30
$13,500
$6,201
-54.07%
$-7,299
Sep 2, 2020
$11.88
$14,000
$7,019
-49.86%
$-6,981
Oct 2, 2020
$11.56
$14,500
$7,330
-49.45%
$-7,170
Nov 2, 2020
$10.19
$15,000
$6,961
-53.59%
$-8,039
Dec 2, 2020
$12.60
$15,500
$9,108
-41.24%
$-6,392
Jan 4, 2021
$14.27
$16,000
$10,815
-32.41%
$-5,185
Feb 2, 2021
$12.00
$16,500
$9,594
-41.85%
$-6,906
Mar 2, 2021
$17.37
$17,000
$14,467
-14.90%
$-2,533
Apr 5, 2021
$15.56
$17,500
$13,459
-23.09%
$-4,041
May 3, 2021
$18.38
$18,000
$16,399
-8.90%
$-1,601
Jun 2, 2021
$20.62
$18,500
$18,897
+2.15%
$397
Jul 2, 2021
$21.29
$19,000
$20,107
+5.82%
$1,107
Aug 2, 2021
$25.97
$19,500
$25,027
+28.34%
$5,527
Sep 2, 2021
$22.34
$20,000
$24,477
+22.39%
$4,477
Oct 4, 2021
$19.42
$20,500
$21,778
+6.23%
$1,278
Nov 2, 2021
$17.66
$21,000
$20,304
-3.31%
$-696
Dec 2, 2021
$16.41
$21,500
$19,540
-9.12%
$-1,960
Jan 3, 2022
$17.00
$22,000
$20,742
-5.72%
$-1,258
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Frequently Asked Questions
Common questions about DCA investing in WHG
Investing $500 per month in Westwood Holdings Group, Inc. (WHG) over the past 6 years would be worth approximately $58K today. That's +21.9% total return on $48K invested, with a +3.2% compound annual growth rate (CAGR). This includes $9K from reinvested dividends.