Millennium Management Performance Guide: Dollar-cost Averaging for iShares Russell 2000 ETF (IWM)
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 | IWM |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 10.279 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 84.534 |
| Total Investments | $13,000.00 |
| Total Shares | 94.812 |
| Final Value | $19,140.73 |
| Total Gain or Loss | $6,140.73 |
| Percent Gain or loss | 47.24% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
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