Dollar Cost Average Calculator for [SPY] SPDR S&P 500 ETF

Data updated 2023-Dec-08 (Friday)


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Instantly analyze Dollar Cost Averaging (DCA) for [SPY] SPDR S&P 500 ETF 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


DCA Schedule & Settings

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

Takeaway: Investing $100.00 on a bi-weekly basis from 2021-Dec-09 would have generated $520.29 in gains with position valued at $5,820.29 (12.65 units) on 2023-Dec-08

Takeaway: Dollar Cost Averaging for SPDR S&P 500 ETF by investing $100.00 on a bi-weekly basis generated a cumulative return of +9.82% from 2021-Dec-09. Underlying SPDR S&P 500 ETF etf returned -1.32% over the same period with bi-weekly returns averaging +0.03%

Takeaway: See how your blended Dollar Cost Averaged Price evolves from 2021-Dec-09 when compared to the underlying price of SPDR S&P 500 ETF

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