Bank Stocks: Dollar-cost Averaging for Wintrust Financial Corporation (WTFC)
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 - 2025/06/20 | |
|---|---|
| Stock | WTFC |
| Initial Price | $46.1481 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 21.6694 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 185.445 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 207.114 |
| Final Price | $120.3800 |
| DCA Final Value of Total # Shares | $24,932.41 |
| DCA Percent Return | 91.79% |
| No DCA Total # Shares Bought | 21.6694 |
| No DCA Final Value | $2,608.56 |
| DCA Final Value - No DCA Final Value ($) | $22,323.85 |
| DCA Final Value - No DCA Final Value (%) | 855.79% |
| Stock Return Calculator | |
WTFC Performance Table and Chart
WTFC Dividend Chart
WTFC Compare Returns with S&P 500
WTFC Correlation with S&P 500
WTFC Trendline Chart
WTFC Moving Average Chart
WTFC Stock Return Map - See Patterns of Gains and Losses
WTFC Stock Returns/Purchase Dates