Cathie Wood's ARK Innovation Stocks Performance Guide: 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 12/2020 - 7/2024 | |
|---|---|
| Stock | SOFI |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 80.386 |
| # Monthly Investments | 43 |
| Total Monthly Investments | $4,300.00 |
| # Monthly Shares Bought | 512.049 |
| Total Investments | $5,300.00 |
| Total Shares | 592.435 |
| Final Value | $4,389.95 |
| Total Gain or Loss | $-910.05 |
| Percent Gain or loss | -17.17% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
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