Popular Mutual Funds Performance Guide: Dollar-cost Averaging for Schwab U.S. Large-Cap Growth Index (SWLGX)
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 01/2018 - 6/2024 | |
|---|---|
| Stock | SWLGX |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 24.941 |
| # Monthly Investments | 77 |
| Total Monthly Investments | $7,700.00 |
| # Monthly Shares Bought | 130.185 |
| Total Investments | $8,700.00 |
| Total Shares | 155.125 |
| Final Value | $16,345.57 |
| Total Gain or Loss | $7,645.57 |
| Percent Gain or loss | 87.88% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
SWLGX Dividend Chart
SWLGX Compare Returns with S&P 500
SWLGX Trendline Chart
SWLGX Moving Average Chart
SWLGX Stock Return Map - See Patterns of Gains and Losses
SWLGX Stock Returns/Purchase Dates