Cathie Wood's ARK Innovation Stocks: Dollar-cost Averaging for Sofi Technologies Inc (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 - 2025/04/17 | |
|---|---|
| Stock | SOFI |
| Initial Price | $12.4400 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 80.3859 |
| DCA # Monthly Investments | 52 |
| DCA Total Monthly Investments | $5,200.00 |
| DCA # Monthly Shares Bought | 589.549 |
| DCA Total Investments | $6,200.00 |
| DCA Total # Shares | 669.935 |
| Final Price | $10.9800 |
| DCA Final Value of Total # Shares | $7,355.88 |
| DCA Percent Return | 18.64% |
| No DCA Total # Shares Bought | 80.3859 |
| No DCA Final Value | $882.64 |
| DCA Final Value - No DCA Final Value ($) | $6,473.25 |
| DCA Final Value - No DCA Final Value (%) | 733.40% |
| Stock Return Calculator | |
Not enough prices to do computations. Can't open csv file that contains stock symbols test.