AQR Capital Management Stocks: Dollar-cost Averaging for Walmart Inc (WMT)
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 Monthly Investments 2015/05/29 - 2025/05/15 | |
|---|---|
| Stock | WMT |
| Initial Price | $20.4165 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 48.9800 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 364.159 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 413.139 |
| Final Price | $96.3500 |
| DCA Final Value of Total # Shares | $39,805.91 |
| DCA Percent Return | 206.20% |
| No DCA Total # Shares Bought | 48.9800 |
| No DCA Final Value | $4,719.22 |
| DCA Final Value - No DCA Final Value ($) | $35,086.69 |
| DCA Final Value - No DCA Final Value (%) | 743.48% |
| Stock Return Calculator | |
WMT Performance Table and Chart
WMT Dividend Chart
WMT Compare Returns with S&P 500
WMT Trendline Chart
WMT Moving Average Chart
WMT Stock Return Map - See Patterns of Gains and Losses
WMT Stock Returns/Purchase Dates