Bridgewater Associates Performance Guide: Dollar-cost Averaging for iShares Core S&P 500 ETF (IVV)
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 | IVV |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 6.099 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 45.676 |
| Total Investments | $13,000.00 |
| Total Shares | 51.775 |
| Final Value | $28,356.22 |
| Total Gain or Loss | $15,356.22 |
| Percent Gain or loss | 118.12% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
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