If you invested $100 a month in U.S. Small Cap Portfolio-ETF Class Shares
Buying $100 at each monthly close from November 2021 through October 2026, with dividends reinvested, turns $6,000.00 contributed into $8,204.77 as of October 29, 2026. Annualized money-weighted IRR: 12.87%.
| Monthly schedule | Invested | Value | Annualized (money-weighted IRR) | SPY same-schedule value (reinvested) |
|---|---|---|---|---|
| 5 years · $50/month | $3,000.00 | $4,102.38 | 12.87% | $4,658.67 · 60 contributions · $3,000.00 invested · 2021-10 to 2026-10 |
| 5 years · $100/month | $6,000.00 | $8,204.77 | 12.87% | $9,317.33 · 60 contributions · $6,000.00 invested · 2021-10 to 2026-10 |
| 5 years · $500/month | $30,000.00 | $41,023.84 | 12.87% | $46,586.66 · 60 contributions · $30,000.00 invested · 2021-10 to 2026-10 |
| 10 years · $50/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 10 years · $100/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 10 years · $500/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 20 years · $50/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 20 years · $100/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 20 years · $500/month | Not enough history | Not enough history | Not enough history | Not enough history |
Asset last price date: 2026-10-29; SPY last price date: 2026-10-29. The latest month may be incomplete. Zero initial investment; contributions start the following month. Monthly observations are estimates, not executable trades. Fees, taxes and FX excluded. Curated surviving assets; delisted companies are absent. Not financial advice. Past performance doesn’t predict future returns.
YOUR INVESTMENT TODAY
$8,204.77
$2,204.77 total gain · 36.75% total return
Amount invested$6,000.00
Annualized (money-weighted IRR)12.87%
Investment multiple1.37×
● Your investment● S&P 500 (SPY)
U.S. Small Cap Portfolio-ETF Class Shares history · Methodology
2022 · 2023 · 2024