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.
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