Utilities Stocks: Dollar-cost Averaging for UGI Corp (UGI)
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 - 2025/07/16 | |
|---|---|
| Stock | UGI |
| Initial Price | $25.8502 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 38.6844 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 391.279 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 429.963 |
| Final Price | $35.9500 |
| DCA Final Value of Total # Shares | $15,457.17 |
| DCA Percent Return | 18.90% |
| No DCA Total # Shares Bought | 38.6844 |
| No DCA Final Value | $1,390.70 |
| DCA Final Value - No DCA Final Value ($) | $14,066.47 |
| DCA Final Value - No DCA Final Value (%) | 1,011.46% |
| Stock Return Calculator | |
UGI Performance Table and Chart
UGI Dividend Chart
UGI Compare Returns with S&P 500
UGI Correlation with S&P 500
UGI Trendline Chart
UGI Moving Average Chart
UGI Stock Return Map - See Patterns of Gains and Losses
UGI Stock Returns/Purchase Dates