Dividend EFTs Performance Guide: Dollar-cost Averaging for Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)
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 07/2014 - 7/2024 | |
|---|---|
| Stock | SPHD |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 49.559 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 383.352 |
| Total Investments | $13,000.00 |
| Total Shares | 432.911 |
| Final Value | $20,437.73 |
| Total Gain or Loss | $7,437.73 |
| Percent Gain or loss | 57.21% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
SPHD Dividend Chart
SPHD Compare Returns with S&P 500
SPHD Trendline Chart
SPHD Moving Average Chart
SPHD Stock Return Map - See Patterns of Gains and Losses
SPHD Stock Returns/Purchase Dates