Financial Stocks: Dollar-cost Averaging for Morningstar, Inc. (MORN)
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 12/2014 - 12/2024 | |
|---|---|
| Stock | MORN |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 16.776 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 94.420 |
| Total Investments | $13,000.00 |
| Total Shares | 111.196 |
| Final Value | $39,704.84 |
| Total Gain or Loss | $26,704.84 |
| Percent Gain or loss | 205.42% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
MORN Dividend Chart
MORN Compare Returns with S&P 500
MORN Trendline Chart
MORN Moving Average Chart
MORN Stock Return Map - See Patterns of Gains and Losses
MORN Stock Returns/Purchase Dates