![]() For your choice of dates, we model an investment at the open price – for the initial lump sum and any dividends – then calculate the portfolio value at daily close. The tool is backed by a database with OHLC prices on exchange traded funds, with entries for splits and dividends. How do the periodic ETF and CEF investments work? If you're on desktop, hover over a point to see the investment value snapshot on any day in your scenario. Graph: The value of the ETF investment over time.( See our compound annual growth calculator) The final value will show the actual ending balance if you want to compute a total return instead. Annual Return: Our estimate of the annualized percentage return by the investment, including any periodic investments.Again, note we may change that date depending on the database refresh limit. Final Value ($): The value of the ETF or CEF investment on the 'Ending Date'.Results of the total return calculator for DIA Regular Amount: The amount invested every period in the simulation. ![]()
0 Comments
Leave a Reply. |