Loading...





Recently Launched!
Check out Investor Copilot custom GPT, which lets you enjoy ChatGPT functionality with recent financial information
Conversationally interact with ChatGPT to now analyze updated prices, technical indicators, financial statements, macro-economic/company news & more for Stocks, ETFs & Cryptos

Dollar Cost Average Calculator for [EQR] Equity Residential

Data updated 2024-Dec-02 (Monday)

 


Quick Instructional video for this page. Collapse this after viewing by clicking How-to button above. Open in new tab 


Instantly analyze Dollar Cost Averaging (DCA) for [EQR] Equity Residential over any investment schedule using recent financial data. DCA is a popular strategy to invest small amounts on a regular basis without regard for short-term price movements. Aiolux automatically calculates DCA for key assets in your portfolio over different time horizons so that you dont have to do the tedious what-if scenario calculations

Provided As-is for informational/educational purposes only and should not be construed as investment advice . Past performance may not be not indicative of future results. Always consult your Investment Adviser before any decision

Share       

DCA Schedule & Settings


 Use either Quick Date ranges OR specify Start & End (optional) dates

Takeaway: Investing $100.00 on a bi-weekly basis from 2022-Dec-03 would have generated $971.54 in gains with position valued at $6,171.54 (81.43 shares) on 2024-Nov-22

Takeaway: Dollar Cost Averaging for Equity Residential by investing $100.00 on a bi-weekly basis generated a cumulative return of +18.68% from 2022-Dec-03. Underlying Equity Residential stock returned +20.36% over the same period with bi-weekly returns averaging +0.43%

Takeaway: See how your blended Dollar Cost Averaged Price evolves from 2022-Dec-03 when compared to the underlying price of Equity Residential



Related Resources for Portfolio
  Performance & Drawdowns : Benchmark Portfolio performance & Drawdown analysis
  Portfolio Seasonality : Absolute/Benchmarked performance through calendar months
  Risk Reward Ratios : Evaluate Risk-Reward tradeoff with Sharpe & Sortino ratios
  Portfolio Alpha : Quantify portfolio outperformance with Jensen's Alpha
  Portfolio Beta : Analyze portfolio volatility with Portfolio Beta
  Correlation Matrix : Correlations between Portfolio constituents & find other uncorrelated/negatively correlated assets
  Value At Risk : Historical distribution of daily Portfolio drawdowns
  Dollar Cost Averaging : Dollar Cost Averaging (DCA) individual stocks in your portfolio Currently Viewing










Ask brAIn  Experimental
  •  Hi! Ask me something. Use names or tickers to identify stock / etf / crypto symbols (e.g. aapl for Apple Inc.) . Click on below for examples of queries, list of special shortcuts & more