Bridgewater Associates: Dollar-cost Averaging for Ishares Tr (LQD)
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 | LQD |
| Initial Price | $82.7412 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 12.0859 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 121.833 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 133.919 |
| Final Price | $107.6600 |
| DCA Final Value of Total # Shares | $14,417.75 |
| DCA Percent Return | 10.91% |
| No DCA Total # Shares Bought | 12.0859 |
| No DCA Final Value | $1,301.17 |
| DCA Final Value - No DCA Final Value ($) | $13,116.58 |
| DCA Final Value - No DCA Final Value (%) | 1,008.06% |
| Stock Return Calculator | |
LQD Performance Table and Chart
LQD Dividend Chart
LQD Compare Returns with S&P 500
LQD Correlation with S&P 500
LQD Trendline Chart
LQD Moving Average Chart
LQD Stock Return Map - See Patterns of Gains and Losses
LQD Stock Returns/Purchase Dates