Financial Stocks: Dollar-cost Averaging for Principal Financial Group, Inc. (PFG)
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 2015/07/31 - 2025/07/09 | |
|---|---|
| Stock | PFG |
| Initial Price | $38.3137 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 26.1003 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 249.262 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 275.362 |
| Final Price | $80.8600 |
| DCA Final Value of Total # Shares | $22,265.76 |
| DCA Percent Return | 71.28% |
| No DCA Total # Shares Bought | 26.1003 |
| No DCA Final Value | $2,110.47 |
| DCA Final Value - No DCA Final Value ($) | $20,155.29 |
| DCA Final Value - No DCA Final Value (%) | 955.01% |
| Stock Return Calculator | |
PFG Dividend Chart
PFG Compare Returns with S&P 500
PFG Correlation with S&P 500
PFG Trendline Chart
PFG Moving Average Chart
PFG Stock Return Map - See Patterns of Gains and Losses
PFG Stock Returns/Purchase Dates