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날짜 매수가 현재가 적립금 평가액 수익률(%)
2018-03 41,042.86 62,500.00 100,000 152,280 52%
2018-04 41,133.33 62,500.00 100,000 151,945 52%
2018-05 40,639.47 62,500.00 100,000 153,791 54%
2018-06 38,581.58 62,500.00 100,000 161,994 62%
2018-07 37,259.52 62,500.00 100,000 167,742 68%
2018-08 37,633.33 62,500.00 100,000 166,076 66%
2018-09 37,132.35 62,500.00 100,000 168,317 68%
2018-10 35,447.50 62,500.00 100,000 176,317 76%
2018-11 35,595.45 62,500.00 100,000 175,584 76%
2018-12 32,642.11 62,500.00 100,000 191,470 91%
2019-01 34,097.62 62,500.00 100,000 183,297 83%
2019-02 37,205.88 62,500.00 100,000 167,984 68%
2019-03 35,862.50 62,500.00 100,000 174,277 74%
2019-04 37,152.27 62,500.00 100,000 168,227 68%
2019-05 34,785.00 62,500.00 100,000 179,675 80%
2019-06 36,847.37 62,500.00 100,000 169,619 70%
2019-07 38,088.64 62,500.00 100,000 164,091 64%
2019-08 36,123.81 62,500.00 100,000 173,016 73%
2019-09 39,144.74 62,500.00 100,000 159,664 60%
2019-10 40,470.00 62,500.00 100,000 154,435 54%
2019-11 42,471.43 62,500.00 100,000 147,158 47%
2019-12 43,802.50 62,500.00 100,000 142,686 43%
2020-01 48,839.47 62,500.00 100,000 127,970 28%
2020-02 50,150.00 62,500.00 100,000 124,626 25%
2020-03 42,354.76 62,500.00 100,000 147,563 48%
2020-04 41,957.50 62,500.00 100,000 148,960 49%
2020-05 42,134.21 62,500.00 100,000 148,336 48%
2020-06 46,365.91 62,500.00 100,000 134,797 35%
2020-07 47,488.64 62,500.00 100,000 131,610 32%
2020-08 49,581.58 62,500.00 100,000 126,055 26%
2020-09 50,090.48 62,500.00 100,000 124,774 25%
2020-10 52,531.58 62,500.00 100,000 118,976 19%
2020-11 57,428.57 62,500.00 100,000 108,831 9%
2020-12 68,466.67 62,500.00 100,000 91,285 -9%
2021-01 76,905.00 62,500.00 100,000 81,269 -19%
2021-02 74,211.11 62,500.00 100,000 84,219 -16%
2021-03 73,138.10 62,500.00 100,000 85,455 -15%
2021-04 74,890.91 62,500.00 100,000 83,455 -17%
2021-05 73,488.89 62,500.00 100,000 85,047 -15%
2021-06 74,054.55 62,500.00 100,000 84,397 -16%
2021-07 72,822.73 62,500.00 100,000 85,825 -14%
2021-08 71,555.00 62,500.00 100,000 87,345 -13%
2021-09 71,289.47 62,500.00 100,000 87,671 -12%
2021-10 64,884.21 62,500.00 100,000 96,325 -4%
2021-11 66,322.73 62,500.00 100,000 94,236 -6%
2021-12 70,831.82 62,500.00 100,000 88,237 -12%
2022-01 70,220.00 62,500.00 100,000 89,006 -11%
2022-02 67,177.78 62,500.00 100,000 93,037 -7%
2022-03 63,970.00 62,500.00 100,000 97,702 -2%
2022-04 60,742.86 62,500.00 100,000 102,893 3%
2022-05 59,550.00 62,500.00 100,000 104,954 5%
2022-06 56,015.00 62,500.00 100,000 111,577 12%
2022-07 54,614.29 62,500.00 100,000 114,439 14%
2022-08 55,404.76 62,500.00 100,000 112,806 13%
2022-09 50,787.50 62,500.00 100,000 123,062 23%
2022-10 51,550.00 62,500.00 100,000 121,242 21%
2022-11 55,677.27 62,500.00 100,000 112,254 12%
2022-12 53,600.00 62,500.00 100,000 116,604 17%
적립액
(적립식/일시납)
현재가 총적립금 총적립금
(배당포함)
누적평가액 수익률(%)
100,000 62500.00 5,800,000원 5,800,000원 7,526,488원 30%
1.매수가는 월평균 금액입니다.
2.월적립금에 매월 수익률을 적용하여 단순계산하였습니다.