OriginaveMonthly returns
Follow a $10,000 investment through the year — your balance at the end of every month, in dollars and percent.
Ticker
SPMOtracks the S&P 500 Momentum Index
Which strategy won in 2026 so far?
Same $10,000 into SPMO, two ways: everything on day one (lump sum), or $833 at the start of every month (dollar-cost averaging).
Lump sum ends with
$13,598
+35.98% · all in on day one
DCA ends with
$11,498
+29.97% on $5,000 paid in, plus $5,000 cash still waiting
Difference
+$2,099
Investing everything on day one won in 2026 so far.
Lump sum: $10,000 into SPMO on day one
You invest the whole $10,000 at the start of 2026. Follow your balance month after month — the last column shows how many days that month jumped or fell 1% or more. The current month is still running, so it is not shown yet.
| Month | Your balance | Change that month | Change in % | Big days (±1%+) |
|---|---|---|---|---|
| Jan | $10,046 | +$46 | +0.46% | 3 |
| Feb | $10,013 | −$34 | -0.33% | 6 |
| Mar | $9,422 | −$590 | -5.90% | 8 |
| Apr | $11,244 | +$1,822 | +19.34% | 10 |
| May | $12,656 | +$1,412 | +12.56% | 11 |
| Jun | $13,598 | +$941 | +7.44% | 17 |
You invested
$10,000
all in on day one
You end with
$13,598
by the end of Jun 2026
Result
+$3,598
+35.98%
Dollar-cost averaging: $833 into SPMO every month
Instead of investing everything at once, you split the same $10,000 into 12 equal parts and invest $833 at the start of every month of 2026.
| Month | Paid in so far | Your balance | Change that month | Change in % | Big days (±1%+) |
|---|---|---|---|---|---|
| Jan | $833 | $837 | +$4 | +0.46% | 3 |
| Feb | $1,667 | $1,665 | −$6 | -0.33% | 6 |
| Mar | $2,500 | $2,351 | −$147 | -5.90% | 8 |
| Apr | $3,333 | $3,800 | +$616 | +19.34% | 10 |
| May | $4,167 | $5,215 | +$582 | +12.56% | 11 |
| Jun | $5,000 | $6,498 | +$450 | +7.44% | 17 |
You paid in
$5,000
$833 × 6 months
You end with
$6,498
by the end of Jun 2026
Gain
+$1,498
+29.97% on the money paid in