![]() It is very possible that the price or dividend datasets are wrong too (please report it if you find a bug). Note that there are other factors the tool is ignoring: ETF outputs are good for initial research, but please verify any information the tool outputs independently. The tool is for informational purposes only. It is based on closing and opening prices and would not match a real investor's gains exactly. The exchange traded fund total return calculated contains idealized return data. Limits apply across all of the Tiingo calculators.Always check the tool ending date after a scenario to see data recency of the ETF.Note: weekend refreshes and market holidays might mean this is over 7 'actual' days'. ETF and CEF data may be up to 7 trading days old.Tiingo isn't free, so we have some very modest limits in place: The tool uses the Tiingo API for price and dividend data. Much of the features are the same, but (especially for smaller funds) the dividend data might be off. The ETF return calculator is a derivative of the stock return calculator. Source and Methodology of the Exchange Traded Fund Total Return Calculator Dollar cost averaging is our preferred normal style of investing, where you invest on a regular basis.įor periodic windfalls you receive, we prefer investing the lump sum all at once. Using the tool and periodic investments, you can also model dollar cost averaging. If dividends and periodic investments would have occurred on the same day, those calculations are independent. To make the logic simple, we invest(the next legal market day) 1, 7, 30, or 365 days after the previous investment respective to your time frame choice. If you choose to model periodic investments, they are also added at daily open prices. 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 ($): The value of the ETF or CEF investment on the 'Ending Date'.Results of the total return calculator for DIA Regular Amount: The amount invested every period in the simulation."Monthly": If you are simulating periodic investments, select the timeframe for the ETF or CEF investments from the dropdown menu.Periodic Investments: Select the box if you'd like to model periodic investments into an exchange traded fund. ![]() We'll also include (optionally) periodic investment information. Show Events: Check the box and we'll list all our dividend and split information for the ETF in your timeframe.Advanced Dividend and Periodic Investment Options Advanced options concentrating on dividend events and periodic investmentsĬlick 'Toggle Advanced' to open the advanced ETF dividend and investment panel. ° Depending on the ETF data (see more below), we might adjust the starting date and ending date. Ending Date: Enter when an investment was sold °.Starting Date: Enter when an investment was first made °.Starting Amount ($): In dollars, an initial investment amount.Ticker: Enter a valid, active ETF ticker from Tiingo (or CEF ticker).Basic Exchange Traded Fund Details and Inputs Basic options for ETF investment simulation modeling. As you type, it will auto-complete active exchange traded fund tickers. To begin, you need to enter at least an ETF's ticker. ![]() 4.1 Adjust Your CEF and ETF Returns for Total Returns How To Use the ETF Total Return Calculator
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