Scenarios

Scenarios allow you to paint a picture of what would happen if you made certain contributions and/or withdrawals to any security on YCharts including portfolios, stocks, ETFs, and mutual funds. Add multiple monthly, quarterly, annual, or one-time contributions of withdrawals to help analyze and communicate different workflows. This supports all types of common life scenarios like dollar-cost averaging, lump sum investing, income investing, retirement planning, or even a major life event. The visuals and data included help you see return impacts and changes in values over time.

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