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1Invested in SPY. Calculated by buyupside.com on Feb. 19, 2023
2Thebalance.com, Sep. 22, 2022
3Calculated by bankrate.com on a $560K account size, accessed on Feb. 19, 2023
4econ.yale.edu. Shiller data is from 1960-2018. On average DCA (over 24 months) underperforms a lump sum by 7.5% and in 74.2% of the months within that period.
5JP Morgan Guide to Retirement, 2022. The dollar amount shows the performance of a $10,000 investment between Jan. 1, 2003, and Dec. 31, 2022. Returns are based on the S&P 500 Total Return Index. Indices do not include fees or operating expenses and are not available for investment. The hypothetical performance calculations are shown for illustrative purposes only and are not meant to be representative of actual results while investing over the time periods shown. Calculations are gross of fees but include reinvested dividends. Hypothetical performance do not reflect actual trading, liquidity constraints, fees and other costs and may not account for the impact of certain market factors such as lack of liquidity. Simulated trading programs are designed with the benefit of hindsight. Returns will fluctuate and an investment upon redemption may be worth more or less than its original value. Past performance is not indicative of future results.
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