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Dollar Cost Average Calculator for [SCHC] Schwab International Small-Cap Equity ETF
Data updated 2024-Oct-30 (Wednesday)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-Oct-30 would have generated $440.43 in gains with position valued at $5,740.43 (155.65 units) on 2024-Oct-29
Takeaway: Dollar Cost Averaging for Schwab International Small-Cap Equity ETF by investing $100.00 on a bi-weekly basis generated a cumulative return of +8.31% from 2022-Oct-30. Underlying Schwab International Small-Cap Equity ETF ets returned +25.83% over the same period with bi-weekly returns averaging +0.49%
Takeaway: See how your blended Dollar Cost Averaged Price evolves from 2022-Oct-30 when compared to the underlying price of Schwab International Small-Cap Equity 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
Value At Risk : Historical distribution of daily Portfolio drawdowns
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