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 2015/07/31 - 2025/07/15 | |
|---|---|
| Stock | UBSI |
| Initial Price | $27.2295 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 36.7249 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 418.010 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 454.735 |
| Final Price | $36.5700 |
| DCA Final Value of Total # Shares | $16,629.66 |
| DCA Percent Return | 27.92% |
| No DCA Total # Shares Bought | 36.7249 |
| No DCA Final Value | $1,343.03 |
| DCA Final Value - No DCA Final Value ($) | $15,286.64 |
| DCA Final Value - No DCA Final Value (%) | 1,138.22% |
| Stock Return Calculator | |
UBSI Performance Table and Chart
UBSI Dividend Chart
UBSI Compare Returns with S&P 500
UBSI Correlation 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