Utilities Stocks: Dollar-cost Averaging for Utilities Select Sector SPDR Fund (XLU)
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 | XLU |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 29.124 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 247.160 |
| Total Investments | $13,000.00 |
| Total Shares | 276.284 |
| Final Value | $22,227.07 |
| Total Gain or Loss | $9,227.07 |
| Percent Gain or loss | 70.98% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
XLU Dividend Chart
XLU Compare Returns with S&P 500
XLU Trendline Chart
XLU Moving Average Chart
XLU Stock Return Map - See Patterns of Gains and Losses
XLU Stock Returns/Purchase Dates