Bank Stocks: Dollar-cost Averaging for United Bankshares (UBSI)
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 | UBSI |
| Initial Price | $25.4948 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 39.2237 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 415.462 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 454.685 |
| Final Price | $37.1800 |
| DCA Final Value of Total # Shares | $16,905.20 |
| DCA Percent Return | 30.04% |
| No DCA Total # Shares Bought | 39.2237 |
| No DCA Final Value | $1,458.34 |
| DCA Final Value - No DCA Final Value ($) | $15,446.86 |
| DCA Final Value - No DCA Final Value (%) | 1,059.21% |
| Stock Return Calculator | |
UBSI Performance Table and Chart
UBSI Dividend Chart
UBSI Compare Returns with S&P 500
UBSI Trendline Chart
UBSI Moving Average Chart
UBSI Stock Return Map - See Patterns of Gains and Losses
UBSI Stock Returns/Purchase Dates