Total return

Market and results

The price change together with the dividends, as if every dividend were reinvested in the same share.

How it is worked out

Each dividend buys shares on its ex-dividend day. The total return is the value at the end divided by the value at the start, less one.

How to read it

  • For a share with a high dividend, the gap from the price change alone grows large within a few years.
  • It does not take off taxes on dividends or trading costs.
  • The track record of our analyses measures the price change only, without dividends, as the methodology states. The comparison of companies shows both.

Example

A share goes from $100 to $105 in a year and pays a $4 dividend: the price change is 5%, the total return about 9%.

Related terms

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

Explanations of terms for learning, with examples from SEC filings.