Dividend EFTs Performance Guide: Dollar-cost Averaging for WisdomTree U.S. Total Dividend Fund (DTD)
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 | DTD |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 37.058 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 291.884 |
| Total Investments | $13,000.00 |
| Total Shares | 328.941 |
| Final Value | $23,417.33 |
| Total Gain or Loss | $10,417.33 |
| Percent Gain or loss | 80.13% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
DTD Dividend Chart
DTD Compare Returns with S&P 500
DTD Trendline Chart
DTD Moving Average Chart
DTD Stock Return Map - See Patterns of Gains and Losses
DTD Stock Returns/Purchase Dates