Financial Stocks: Dollar-cost Averaging for PennyMac Financial Services, Inc. (PFSI)
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 2015/02/27 - 2025/02/10 | |
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Stock | PFSI |
Initial Price | $16.0403 |
Initial Investment | $1,000.00 |
Recurring Monthly Investment | $100.00 |
Initial # Shares Bought | 62.3430 |
DCA # Monthly Investments | 120 |
DCA Total Monthly Investments | $12,000.00 |
DCA # Monthly Shares Bought | 449.989 |
DCA Total Investments | $13,000.00 |
DCA Total # Shares | 512.332 |
Final Price | $102.9700 |
DCA Final Value of Total # Shares | $52,754.83 |
DCA Percent Return | 305.81% |
No DCA Total # Shares Bought | 62.3430 |
No DCA Final Value | $6,419.46 |
DCA Final Value - No DCA Final Value ($) | $46,335.37 |
DCA Final Value - No DCA Final Value (%) | 721.80% |
Stock Return Calculator |
PFSI Dividend Chart
PFSI Compare Returns with S&P 500
PFSI Trendline Chart
PFSI Moving Average Chart
PFSI Stock Return Map - See Patterns of Gains and Losses
PFSI Stock Returns/Purchase Dates