Bank Stocks: Dollar-cost Averaging for Union Bankshares (UNB)
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 | UNB |
| Initial Price | $17.2247 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 58.0562 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 488.836 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 546.892 |
| Final Price | $28.1500 |
| DCA Final Value of Total # Shares | $15,395.00 |
| DCA Percent Return | 18.42% |
| No DCA Total # Shares Bought | 58.0562 |
| No DCA Final Value | $1,634.28 |
| DCA Final Value - No DCA Final Value ($) | $13,760.72 |
| DCA Final Value - No DCA Final Value (%) | 842.00% |
| Stock Return Calculator | |
UNB Performance Table and Chart
UNB Dividend Chart
UNB Compare Returns with S&P 500
UNB Correlation with S&P 500
UNB Trendline Chart
UNB Moving Average Chart
UNB Stock Return Map - See Patterns of Gains and Losses
UNB Stock Returns/Purchase Dates