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 2015/07/31 - 2025/07/11 | |
|---|---|
| Stock | UNB |
| Initial Price | $17.3191 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 57.7397 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 486.856 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 544.596 |
| Final Price | $27.8500 |
| DCA Final Value of Total # Shares | $15,167.00 |
| DCA Percent Return | 16.67% |
| No DCA Total # Shares Bought | 57.7397 |
| No DCA Final Value | $1,608.05 |
| DCA Final Value - No DCA Final Value ($) | $13,558.95 |
| DCA Final Value - No DCA Final Value (%) | 843.19% |
| 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