Popular Mutual Funds Performance Guide: Dollar-cost Averaging for Vanguard Long-Term Investment-Grade Investor Shares (VWESX)
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 10/2014 - 10/2024 | |
|---|---|
| Stock | VWESX |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 160.092 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 1,566.040 |
| Total Investments | $13,000.00 |
| Total Shares | 1,726.133 |
| Final Value | $13,740.01 |
| Total Gain or Loss | $740.01 |
| Percent Gain or loss | 5.69% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
VWESX Compare Returns with S&P 500
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VWESX Moving Average Chart
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