Dividend EFTs Performance Guide: Dollar-cost Averaging for WisdomTree U.S. SmallCap Dividend Fund (DES)
Dollar-cost averaging calculator assumes a $1,000 initial investment and a recurring $100 monthly investment.
All values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Dollar-cost Average Calculator 07/2014 - 7/2024 | |
|---|---|
| Stock | DES |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 60.516 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 526.157 |
| Total Investments | $13,000.00 |
| Total Shares | 586.673 |
| Final Value | $18,186.87 |
| Total Gain or Loss | $5,186.87 |
| Percent Gain or loss | 39.90% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
DES Dividend Chart
DES Compare Returns with S&P 500
DES Trendline Chart
DES Moving Average Chart
DES Stock Return Map - See Patterns of Gains and Losses
DES Stock Returns/Purchase Dates