Dividend EFTs Performance Guide: Dollar-cost Averaging for WisdomTree U.S. MidCap Dividend Fund (DON)

Dividend EFTs Performance Guide: Dollar-cost Averaging for WisdomTree U.S. MidCap Dividend Fund (DON)

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
StockDON
Initial Investment$1,000.00
Recurring Monthly Investment$100.00
Initial # Shares Bought49.227
# Monthly Investments120
Total Monthly Investments$12,000.00
# Monthly Shares Bought400.908
Total Investments$13,000.00
Total Shares450.134
Final Value$21,718.98
Total Gain or Loss $8,718.98
Percent Gain or loss67.07%
Stock Return Calculator S&P 500 Dollar-cost Average Calculator


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