Bank Stocks: Dollar-cost Averaging for Bank OZK (OZK)
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 2015/06/30 - 2025/06/13 | |
|---|---|
| Stock | OZK |
| Initial Price | $34.3883 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 29.0797 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 376.925 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 406.005 |
| Final Price | $44.6800 |
| DCA Final Value of Total # Shares | $18,140.29 |
| DCA Percent Return | 39.54% |
| No DCA Total # Shares Bought | 29.0797 |
| No DCA Final Value | $1,299.28 |
| DCA Final Value - No DCA Final Value ($) | $16,841.01 |
| DCA Final Value - No DCA Final Value (%) | 1,296.18% |
| Stock Return Calculator | |
OZK Performance Table and Chart
OZK Dividend Chart
OZK Compare Returns with S&P 500
OZK Correlation with S&P 500
OZK Trendline Chart
OZK Moving Average Chart
OZK Stock Return Map - See Patterns of Gains and Losses
OZK Stock Returns/Purchase Dates