Bank Stocks: Dollar-cost Averaging for Heritage Financial Corporation (HFWA)
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 - 2025/05/20 | |
|---|---|
| Stock | HFWA |
| Initial Price | $12.2163 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 81.8578 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 622.161 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 704.019 |
| Final Price | $24.0100 |
| DCA Final Value of Total # Shares | $16,903.50 |
| DCA Percent Return | 30.03% |
| No DCA Total # Shares Bought | 81.8578 |
| No DCA Final Value | $1,965.41 |
| DCA Final Value - No DCA Final Value ($) | $14,938.10 |
| DCA Final Value - No DCA Final Value (%) | 760.05% |
| Stock Return Calculator | |
HFWA Performance Table and Chart
HFWA Dividend Chart
HFWA Compare Returns with S&P 500
HFWA Trendline Chart
HFWA Moving Average Chart
HFWA Stock Return Map - See Patterns of Gains and Losses
HFWA Stock Returns/Purchase Dates