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 07/2014 - 7/2024 | |
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Stock | MBB |
Initial Investment | $1,000.00 |
Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 11.876 |
# Monthly Investments | 120 |
Total Monthly Investments | $12,000.00 |
# Monthly Shares Bought | 130.666 |
Total Investments | $13,000.00 |
Total Shares | 142.542 |
Final Value | $13,148.12 |
Total Gain or Loss | $148.12 |
Percent Gain or loss | 1.14% |
Stock Return Calculator S&P 500 Dollar-cost Average Calculator |
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