ETF monthly contribution historical scenario

What are the outcomes of fixed monthly contributions versus a lump-sum investment over the selected historical period?

ETFs and funds ETF-040 Line Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

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0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Latest value
900,181 HKD
Change over period
135.81 %
Period high
4,249,774 HKD
Period low
12,782 HKD

Market value and contribution curves

Scenario investment market value (base currency) (Line)

Purchase detail by period

Cumulative contributions (base currency) (Bar)

Differences in timing of contributions

Scenario investment market value (base currency) and Cumulative contributions (base currency) (Table)

Sample data rows

Contribution dateScenario investment market value (base currency)Cumulative contributions (base currency)Data date (sample)
2025-10-16 381740 963754 2025-10-16
2025-11-03 764501 1012563 2025-11-03
2025-11-17 1205482 143114 2025-11-17
2025-12-03 188040 154188 2025-12-03
2025-12-19 200184 455061 2025-12-19
2026-01-02 278100 84135 2026-01-02
2026-01-20 261424 591127 2026-01-20
2026-02-05 549668 265468 2026-02-05
2026-02-23 78807 301413 2026-02-23
2026-03-09 50543 800977 2026-03-09
2026-03-25 275120 352383 2026-03-25
2026-04-10 359524 235561 2026-04-10
2026-04-24 134916 591627 2026-04-24
2026-05-12 175235 369725 2026-05-12
2026-05-28 377695 563162 2026-05-28
2026-06-11 160059 332944 2026-06-11
2026-06-29 393252 245655 2026-06-29
2026-07-15 493489 1466858 2026-07-15
2026-07-31 121143 1581029 2026-07-31
2026-08-14 152553 523443 2026-08-14
2026-09-01 1033177 603017 2026-09-01
2026-09-17 617934 816784 2026-09-17
2026-10-01 244770 271767 2026-10-01
2026-10-16 900181 404091 2026-10-16