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Investing through crashesRecurring

Recurring Investing Right After the Dotcom Bubble Collapse

What if you had invested about $220 per month in the S&P 500 starting at the dotcom-bubble low in October 2002?

#SPY#dotcom bubble#after the low#recurring

What does this scenario show?

Investment period · Oct 2002 – Oct 2007 (5 years)

Investment method · Recurring investment of about $220 per month

Target asset · S&P 500 ETF (SPY)

Result of 5 years of investing right after the dotcom collapse (estimate)

Key results

Values verified by the operator against past data.

Total invested

Sum of principal contributed during the investment period

$13k
Ending value

Valuation at the end date

$22k
Cumulative return
+64%
Annualized return (XIRR)

Personal return that reflects your investment timing

10.7% / yr (estimate)

Risk & recovery metrics

These are the declines you actually had to endure during long-term investing. We do not hide this part.

Maximum drawdown (MDD)

-7.2%

Largest decline from the peak

Longest loss duration

3 months

Longest continuous stretch below principal

Recovery period

4 months

Time to regain the previous peak

What if you had stopped partway?

Had you started recurring investing at the low right after the dotcom bubble collapsed, you would have recorded a solid return over 5 years. The year 2007 was a time when the financial crisis was about to strike, but this 5-year window was a bull market. Figures are estimates.

If you stop investing during a decline, you lose both the chance to lower your average purchase price and the gains from the subsequent rebound. That said, there is no guarantee this result repeats for every asset and every period.

Data sources and limitations

  • Based on adjusted close (dividends and splits reflected); FX effect not reflected. Figures are estimates.
  • Based on adjusted close (dividends and splits reflected); unless otherwise noted, the exchange rate (FX effect) is not reflected.
  • Trading fees and taxes are not reflected. Your actual after-tax return is lower than this.
  • This is a result based on past data and does not guarantee future returns.

📋 Results are based on historical data; past returns do not guarantee future returns.

📋 This service is provided for educational purposes to help you understand investing, not as investment advice.