Cathie Wood's ARK Innovation Stocks: Dollar-cost Averaging for SoFi Technologies (SOFI)
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 2020/12/31 - 2025/03/17 | |
|---|---|
| Stock | SOFI |
| Initial Price | $12.4400 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 80.3859 |
| DCA # Monthly Investments | 51 |
| DCA Total Monthly Investments | $5,100.00 |
| DCA # Monthly Shares Bought | 579.960 |
| DCA Total Investments | $6,100.00 |
| DCA Total # Shares | 660.346 |
| Final Price | $12.3200 |
| DCA Final Value of Total # Shares | $8,135.46 |
| DCA Percent Return | 33.37% |
| No DCA Total # Shares Bought | 80.3859 |
| No DCA Final Value | $990.35 |
| DCA Final Value - No DCA Final Value ($) | $7,145.11 |
| DCA Final Value - No DCA Final Value (%) | 721.47% |
| Stock Return Calculator | |
Not enough prices to do computations. SOFI Performance Table and Chart
SOFI Compare Returns with S&P 500
SOFI Trendline Chart
SOFI Moving Average Chart
SOFI Stock Return Map - See Patterns of Gains and Losses
SOFI Stock Returns/Purchase Dates