Dividend EFTs Performance Guide: Dollar-cost Averaging for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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 12/2017 - 11/2024 | |
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Stock | SDVY |
Initial Investment | $1,000.00 |
Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 53.608 |
# Monthly Investments | 83 |
Total Monthly Investments | $8,300.00 |
# Monthly Shares Bought | 368.741 |
Total Investments | $9,300.00 |
Total Shares | 422.349 |
Final Value | $15,221.47 |
Total Gain or Loss | $5,921.47 |
Percent Gain or loss | 63.67% |
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