Bank Stocks: Dollar-cost Averaging for Evercore Partners (EVR)
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 2015/03/31 - 2025/03/20 | |
|---|---|
| Stock | EVR |
| Initial Price | $41.2263 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 24.2564 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 157.457 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 181.713 |
| Final Price | $204.3500 |
| DCA Final Value of Total # Shares | $37,133.12 |
| DCA Percent Return | 185.64% |
| No DCA Total # Shares Bought | 24.2564 |
| No DCA Final Value | $4,956.79 |
| DCA Final Value - No DCA Final Value ($) | $32,176.33 |
| DCA Final Value - No DCA Final Value (%) | 649.14% |
| Stock Return Calculator | |
Not enough prices to do computations. EVR Performance Table and Chart
EVR Dividend Chart
EVR Compare Returns with S&P 500
EVR Trendline Chart
EVR Moving Average Chart
EVR Stock Return Map - See Patterns of Gains and Losses
EVR Stock Returns/Purchase Dates