Dividend EFTs Performance Guide: Dollar-cost Averaging for First Trust Value Line Dividend Index Fund (FVD)
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 06/2014 - 6/2024 | |
|---|---|
| Stock | FVD |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 54.416 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 429.822 |
| Total Investments | $13,000.00 |
| Total Shares | 484.238 |
| Final Value | $19,868.30 |
| Total Gain or Loss | $6,868.30 |
| Percent Gain or loss | 52.83% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
FVD Dividend Chart
FVD Compare Returns with S&P 500
FVD Trendline Chart
FVD Moving Average Chart
FVD Stock Return Map - See Patterns of Gains and Losses
FVD Stock Returns/Purchase Dates