Dollar Cost Averaging Calculator

This page offers an online calculator that shows you how much your initial investment plus monthly investments will be worth in the future. You can also determine how much potential income your account(s) can generate in the future and how long your money will last if you take monthly withdrawals. Detailed instructions on how to use this calculator are available on the Dollar Cost Averaging Calculator web page.

A Dollar Cost Averaging Calculator Is Not Just For Mutual Funds

NOTE:  This calculator can be used on any investment for which you can project an average annual return (e.g., mutual funds, exchange traded funds, certificates of deposit, savings accounts, money market accounts, savings bonds, etc.).

Dollar Cost Averaging (DCA) Calculator

Enter your Initial Investment $
Enter how long you plan to make monthly deposits (i.e., the "Term")   Years
  Months
Enter how much you plan to deposit per month $
Enter your projected average annual returns   %
Enter the amount and/or percentage you plan to withdraw after you stop making monthly deposits (ROR #2) $
  %
Enter your projected average annual returns AFTER you begin monthly withdrawals (i.e., after you stop making monthly deposits)   %
              

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Total Account Balance at the end of the accumulation "term" $
Cumulative Monthly Deposits you made during the "term" $
Total Amount You Invested during the "term" $
Monthly Earnings at the end of the "term" (based on ROR #2) $
Monthly Withdrawals (using the percent method) $
 

               

 

 <== It's FREE !!!

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