Popular Mutual Funds Performance Guide: Dollar-cost Averaging for Schwab Fundamental US Large Company Index Fund (SFLNX)
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 | SFLNX |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 106.774 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 866.388 |
| Total Investments | $13,000.00 |
| Total Shares | 973.161 |
| Final Value | $25,506.56 |
| Total Gain or Loss | $12,506.56 |
| Percent Gain or loss | 96.20% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
SFLNX Dividend Chart
SFLNX Compare Returns with S&P 500
SFLNX Trendline Chart
SFLNX Moving Average Chart
SFLNX Stock Return Map - See Patterns of Gains and Losses
SFLNX Stock Returns/Purchase Dates