Artificial Intelligence (AI) Stocks Performance Guide: Dollar-cost Averaging for Upstart Holdings (UPST)
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 01/2021 - 7/2024 | |
|---|---|
| Stock | UPST |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 16.080 |
| # Monthly Investments | 42 |
| Total Monthly Investments | $4,200.00 |
| # Monthly Shares Bought | 122.958 |
| Total Investments | $5,200.00 |
| Total Shares | 139.038 |
| Final Value | $3,630.28 |
| Total Gain or Loss | $-1,569.72 |
| Percent Gain or loss | -30.19% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
UPST Compare Returns with S&P 500
UPST Trendline Chart
UPST Moving Average Chart
UPST Stock Return Map - See Patterns of Gains and Losses
UPST Stock Returns/Purchase Dates