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Annual vs. Monthly IRA Contribution Experiment – October 2015 Update

February 4, 2016 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment October 2015 Update.

Annual Contribution Roth IRA

SharesPriceTotal CostMarket Value$ Gain/Loss
614.1218.7411,120.6311,508.53387.90

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

SharesPriceTotal CostMarket Value$ Gain/Loss
550.9318.7410,199.6510,324.28124.63

Account Summary:

  • 10/01/2015 – Contributed $458.33
  • 10/01/2015 – Purchased mutual fund (VTIVX)

Annual vs. Monthly IRA Account Comparison

Account% Monthly ReturnTotal % Gain/Loss
Annual6.483.49
Monthly6.471.22

Analysis:

  • This is a late update without any economic/market analysis.

IRA Contribution Timing Experiment Updates

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Category: Money Tags: IRA Experiment

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