Historic Market Example

Present a monthly periodic investment example using historic market values.

Now that we have a better understanding of how dollar cost averaging works in general. Let's apply the concept using some historic market values. Select an investment start date, end date, and result value date from the available choices.

Again, remember this is a simplified hypothetical example for educational purposes only. No allowance has been made for taxes or fees.

Average Unit Price = Total Investment / Total Units Held

Total Units Held = Sum of all units purchased at each interval.

Ending Value =  Total Units Held * Ending Unit Price

Net Gain/Loss = Ending Value - Total Investment