Question 1

How much would I have if I DCA'd $100/week into SXI for 5 years?

Accepted Answer

Dollar cost averaging $100 per week into SXI for 5 years (261 purchases) would have resulted in a total investment of $26,100 and a current value of $50,792, a return of 95%. Using Enhanced DCA, which concentrates buys during dips, the same $100/week base deployed $25,177 and grew to $59,920 — a 138% return.

Question 2

What is the best DCA strategy for SXI?

Accepted Answer

Backtesting shows Enhanced DCA — which increases buy amounts during market dips and reduces or skips buys when SXI is overextended — outperformed standard weekly DCA by 43% over 5 years. The enhanced strategy achieved a 138% return vs 95% for standard DCA.

Question 3

What would $100/week into SXI be worth after 3 years?

Accepted Answer

Investing $100 per week into SXI for 3 years (157 purchases, $15,700 total) would have grown to $23,382 — a 49% return. Enhanced DCA over the same period returned 68%.

Question 4

Is DCA into SXI worth it?

Accepted Answer

Based on a 5-year backtest, DCA into SXI returned 95% with standard weekly purchases. An intelligent DCA strategy that buys more during dips returned 138% over the same period — a 43% gain in return, while deploying a similar or smaller amount of capital.

Question 5

How many shares of SXI would I have after DCA for 5 years?

Accepted Answer

Dollar cost averaging $100/week into SXI for 5 years would result in approximately 178 shares with a standard DCA approach (avg entry $146). Enhanced DCA targeting dips results in 210 shares at an average entry of $120.

Question 6

How does SXI DCA compare to the S&P 500?

Accepted Answer

Enhanced DCA into SXI returned 138% over the past 5 years. The S&P 500 (SPY) returned approximately 53% over the same period. SXI's performance reflects its volatility as a industrials asset. Enhanced DCA outperformed standard DCA by 43%, demonstrating the value of intelligent entry timing during market dips.

Question 7

What is the risk of dollar cost averaging into SXI?

Accepted Answer

Past backtest performance does not guarantee future results. SXI is a industrials asset whose price can fall as well as rise. While DCA reduces timing risk by spreading purchases over time, losses are still possible if the price declines significantly. Always invest within your risk tolerance and consider your overall portfolio diversification.

Question 8

What is the Standex International Corporation dollar cost averaging strategy?

Accepted Answer

Standard DCA invests a fixed amount ($100/week or $433/month) into SXI at regular intervals. Enhanced DCA improves on this by using RSI (Relative Strength Index) signals to increase buy amounts during market dips (oversold conditions) and reduce or skip purchases when the stock is overextended. Over the 5-year backtest, this timing approach has delivered 43% higher returns than standard DCA while deploying less total capital into SXI.

Period	Standard DCA	Enhanced DCA	Alpha
1-Year	8%	7%	-1%
3-Year	49%	68%	+19%
5-Year	95%	138%	+43%

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Dollar cost averaging into SXI — backtest results

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