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Dollar Cost Average Calculator for [USMV] iShares Edge MSCI Min Vol USA ETF
Data updated 2025-Mar-13 (Thursday)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 2023-Mar-14 would have generated $887.23 in gains with position valued at $6,087.23 (64.37 units) on 2025-Feb-28
Takeaway: Dollar Cost Averaging for iShares Edge MSCI Min Vol USA ETF by investing $100.00 on a bi-weekly basis generated a cumulative return of +17.06% from 2023-Mar-14. Underlying iShares Edge MSCI Min Vol USA ETF ets returned +35.08% over the same period with bi-weekly returns averaging +0.60%
Takeaway: See how your blended Dollar Cost Averaged Price evolves from 2023-Mar-14 when compared to the underlying price of iShares Edge MSCI Min Vol USA 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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