Bridgewater Associates Performance Guide: Dollar-cost Averaging for iShares MBS ETF (MBB)
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 - 7/2024 | |
|---|---|
| Stock | MBB |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 11.779 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 130.332 |
| Total Investments | $13,000.00 |
| Total Shares | 142.111 |
| Final Value | $13,047.19 |
| Total Gain or Loss | $47.19 |
| Percent Gain or loss | 0.36% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
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