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Dollar Cost Average Calculator for [FDN] First Trust Dow Jones Internet Index Fund
Data updated 2024-Nov-22 (Friday)Quick Instructional video for this page. Collapse this after viewing by clicking How-to button above. Open in new tab
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
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Takeaway: Investing $100.00 on a bi-weekly basis from 2022-Nov-24 would have generated $2,113.95 in gains with position valued at $7,313.95 (30.69 units) on 2024-Nov-12
Takeaway: Dollar Cost Averaging for First Trust Dow Jones Internet Index Fund by investing $100.00 on a bi-weekly basis generated a cumulative return of +40.65% from 2022-Nov-24. Underlying First Trust Dow Jones Internet Index Fund ets returned +86.38% over the same period with bi-weekly returns averaging +1.32%
Takeaway: See how your blended Dollar Cost Averaged Price evolves from 2022-Nov-24 when compared to the underlying price of First Trust Dow Jones Internet Index Fund
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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