What if · since 2023 · S&P 500

What if I invested $500 every month in S&P 500 since 2023?

How much would $500 monthly into S&P 500 since 2023 be worth? Blind DCA vs adaptive contributions.

2023-01-062026-08-28

$500/month · Monthly DCA · S&P 500

Contributed$22,038
Blind DCA value$31,974
Return+45.1%
SteadyGrow value$34,497
vs blind DCA+$2,524
Lump sum (same capital)$45,686
S&P 5002023-01-06 → 2026-08-28 · $500/month
 +$2,524 vs blind (+7.9%)Ended +7.9%
Blind DCASteadyGrow
$113$8,892$17.7k$26.5k$35.2k2023-012023-092024-062025-032025-122026-08

What if your contribution wasn't always the same?

Blind DCA deploys $500/month every period. SteadyGrow keeps the same long-term habit but sizes weeks from valuation and regime — more when markets are cheap, less when they're stretched.