WLFC DCA Calculator

Dollar Cost Averaging — Willis Lease Finance Corporation

Historical data shows that a consistent $500 monthly investment into Willis Lease Finance Corporation (WLFC) starting in 2020 would have turned a total investment of $49K into $210K today. This represents a total return of 333.4% over the 6-year period, compounding through dividend reinvestment and market growth.

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The Impact of Dividend Reinvestment (DRIP)

Willis Lease Finance Corporation pays a dividend (currently yielding ~0.00%). By utilizing a Dividend Reinvestment Plan (DRIP), generated dividends automatically purchase fractional shares. Over this 6-year period, regular dividend payments totaled $3K. Reinvesting these dividends continuously compounded your returns, accelerating the portfolio's growth far beyond simple price appreciation.

WLFC vs. S&P 500 (SPY) Benchmark

When comparing this dollar cost averaging strategy against a broad market index,WLFC outperformed the S&P 500 ETF (SPY). The same $500 monthly contributions into SPY would have grown to $87K, compared to WLFC's $210K.

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