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Dollar Cost Average Calculator for [IVOL] Quadratic Interest Rate Vol & Inflation Hedge ETF
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-23 would have generated $-658.39 in losses with position valued at $4,641.61 (260.47 units) on 2024-Nov-22
Takeaway: Dollar Cost Averaging for Quadratic Interest Rate Vol & Inflation Hedge ETF by investing $100.00 on a bi-weekly basis generated a cumulative return of -12.42% from 2022-Nov-23. Underlying Quadratic Interest Rate Vol & Inflation Hedge ETF ets returned -20.76% over the same period with bi-weekly returns averaging -0.41%
Takeaway: See how your blended Dollar Cost Averaged Price evolves from 2022-Nov-23 when compared to the underlying price of Quadratic Interest Rate Vol & Inflation Hedge ETF
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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
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