Application Software Stocks: Dollar-cost Averaging for Upbound Group, Inc. (UPBD)
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 2015/04/30 - 2025/04/17 | |
|---|---|
| Stock | UPBD |
| Initial Price | $21.1879 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 47.1967 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 768.081 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 815.278 |
| Final Price | $20.5500 |
| DCA Final Value of Total # Shares | $16,753.96 |
| DCA Percent Return | 28.88% |
| No DCA Total # Shares Bought | 47.1967 |
| No DCA Final Value | $969.89 |
| DCA Final Value - No DCA Final Value ($) | $15,784.06 |
| DCA Final Value - No DCA Final Value (%) | 1,627.40% |
| Stock Return Calculator | |
Not enough prices to do computations.
UPBD Dividend Chart
UPBD Compare Returns with S&P 500
UPBD Trendline Chart
UPBD Moving Average Chart
UPBD Stock Return Map - See Patterns of Gains and Losses
UPBD Stock Returns/Purchase Dates