Bill Gates Stocks Performance Guide: Dollar-cost Averaging for Invesco Capital Management LLC - Invesco KBW Bank ETF (KBWB)
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 05/2014 - 5/2024 | |
|---|---|
| Stock | KBWB |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 35.883 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 300.322 |
| Total Investments | $13,000.00 |
| Total Shares | 336.206 |
| Final Value | $18,558.55 |
| Total Gain or Loss | $5,558.55 |
| Percent Gain or loss | 42.76% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
KBWB Dividend Chart
KBWB Compare Returns with S&P 500
KBWB Trendline Chart
KBWB Moving Average Chart
KBWB Stock Return Map - See Patterns of Gains and Losses
KBWB Stock Returns/Purchase Dates