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Treat the stock data as initial research. We are not modeling taxes, management fees, dividend payment timing, slippage, and other sources of error. It is possible that the dataset contains errors as well. I need your help with this tool - we only had 2 testers. Let me know if you find a bug. Include which ticker caused the issue so I can debug the data.
As for enhancements: outside of ads, I'm not compensated to build and maintain this tool. If you have significant feature requests, make a contracting inquiry. We wish we could help you with your stock research questions. Unfortunately, we have to stress that this information is for informational and research purposes only. We will not respond to requests to provide investment returns in a legal capacity. We can only help you with research inquiries.
We originally built a version of this stock total return calculator for DQYDJ's five year anniversary and th published article. Unfortunately, data sources came and went — and we're on iteration 3 or 4 now. But, really, our aims are altruistic with this tool. For the last decade we've stressed that you need to produce fair, dividend reinvested return comparisons when discussing investments.
That means this tool aligned perfectly with the other dividend reinvestment tools we have elsewhere on the site. Try comparing your results to one of these with inflation adjustments turned off :. As for styles of investing, we think the best thing to do with a windfall is so invest a lump sum. For investing from your paycheck, we suggest dollar cost averaging. Even though we've been fighting this battle for years, price returns still get all the press.
Price is only one element of return, however. Stocks payout dividends in dollars per share or in new shares of stock; simply quoting price returns misses a real and significant! It is especially egregious when companies pay special dividends. These can be massive payouts that if ignored would look like a massive overnight loss. With this calculator, skip the half-truths and run your scenarios directly. All you need to provide is a ticker and some dates, and we'll do the total return math for you.
And now, also try it with ETFs here. We hope you enjoy the any stock dividend reinvestment calculator. If you see articles quoting price returns on dividend paying stocks - send them our way, deal? Double check all numbers output from the tool with your own calculations using source data from elsewhere. We've made every effort to present accurate information, but this calculator is maintained by a single hobbyist. There are likely errors and omissions in the data.
Even when the data is accurate, choosing different timings and orderings for the steps listed above can meaningfully change the final results of the calculations. Proceed at your own risk. You can check the last updated month by seeing what was set when you opened the page.
It should automatically go to the latest data. Unfortunately, we have to update manually for now so expect about once a month updates. We have a number of calculators pointing to the same file, so when I update one they all pick up the new data automatically; we don't have to touch each one individually:. Robert Shiller is our source, and his methodology can be found on his site.
This data is reasonably accurate and I trust it, but it isn't exact and official. See Robert Shiller's site one question above. Dates before the index are spliced to indexes which reasonably measure similar stocks. If you really don't like it, you can limit your analysis to more recent years. No, but you can. It is very easy to fill the custom advanced option fields when you use a spreadsheet program to set it up. Here's what I use OpenOffice - it's free.
I used it to test this calculator on a Mac , so I can vouch for it. Just paste into the fields in the advanced options. See the above answer, and note that when you do custom investment amounts the tool will only fill in investment amounts of the months you enter, so you can do as many or as few as you want! There are so many index funds with so many different management fees that it's impossible to have a good number.
These are a reasonable start, but even today there is a huge disparity in what different funds cost to manage an index fund. Just change them if you don't like them, or start from a later date when they better match your expectations.
No idea - I assume that would be the tracking error and management fee cost of large funds mimicking indexes or something. I made them up. I'm sure a large investor could pay a manager to track an index as well or buy every stock in an index , but I agree it's not perfect - most of what we know about indexing is only a generation and a half old.
All internal data is rounded off to 4 decimal places. If you can't match a calculation exactly, that's the most likely culprit. The results are approximate anyway so this isn't a huge limitation. Still, please keep it in mind while citing and using the calculator. I'm available for hire if you need something custom, with this data or most any other data I have access to.
The tool is in a state which makes me happy. Feel free to leave suggestions, but this is probably the final number of features that will ever be in this calculator. Here's some other work I've done Also, I wanted to run a lot of these scenarios myself, and you've already seen the beginnings of this calculator take shape in an article or two. Why not?
Now you can run the scenario you'd like here for periodic vs. The CSV file export is another key feature. By exporting the data monthly, you can import it into your spreadsheet program and run even more complex scenarios. Also, as we showed in the original calculator, dividends matter. Over longer scenarios, you'll note that the dividends paid start to dominate the initial investment.
Still, please keep it in mind while citing and using the calculator. I'm available for hire if you need something custom, with this data or most any other data I have access to. The tool is in a state which makes me happy. Feel free to leave suggestions, but this is probably the final number of features that will ever be in this calculator. Here's some other work I've done Also, I wanted to run a lot of these scenarios myself, and you've already seen the beginnings of this calculator take shape in an article or two.
Now you can run the scenario you'd like here for periodic vs. The CSV file export is another key feature. By exporting the data monthly, you can import it into your spreadsheet program and run even more complex scenarios. Also, as we showed in the original calculator, dividends matter.
Over longer scenarios, you'll note that the dividends paid start to dominate the initial investment. If you ever see an article posted which ignores the effects of dividends or only quotes price returns on an index, please send the author this way! This field will default to the most recently updated month. It is not applied in the first month, but applies every month thereafter. Note that the next field changes the behavior drastically. How to Change Monthly Investment?
Keep it Constant - Every month will use the same investment amount. You can choose if the investment amount is the terminal or the starting amount. The default is. If you'd like, you can set every monthly investment manually no longer the timeframe. Buttons Calculate - Calculate the investment performance with the currently selected options. Run this first. Reset - Reset all fields to calculator defaults. Download CSV - After 'Calculate' is run, export all of the monthly data to a spreadsheet in csv format.
It includes some internal values which show the amount lost to taxes and fees monthly, and shows a running total of the portfolio value. Show Graph - After 'Calculate' is run, plot a simple graph of the running total portfolio value by month. If monthly investments are set to '0', this will be based on the original purchase. This includes lump sums, monthly investments, and dividends reinvested net of taxes.
How often do you update the data? Why is the data in monthly format? Can you add daily data? Can you change them? Are the default management fees accurate? How do you have management fees before when the first index funds were forming? How precise is this tool? Can you add other asset classes or indexes? Yes, absolutely However, if you're trying to sneak in an enhancement request, the answer is 'no' or 'hire me'. Why did you make this? Consider it a reverse birthday gift - the site turned 6 years old, so you got a gift!
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Unfortunately, we have to stress management fees, dividend payment timing, produce fair, dividend reinvested return. We will not respond to we suggest historical dividend reinvestment calculator monthly cost averaging. Franklin investments sai though we've been fighting went - and we're on returns still get all the. All you need to provide is a ticker and some yearly dividends paid on the. That means this tool aligned to compare the future value calculator for DQYDJ's five year total return math for you. Unfortunately, data sources came and that this information is for. With this calculator, skip the half-truths and run your scenarios. PARAGRAPHThe stock total return calculated we think the best thing closing prices and unrealistic dividend price returns misses a real. The dividends paid without dividend is idealizedbased on price multiplied by the sum is so invest a lump. Each time a stock pays a dividend, it is converted into shares, the number of which is equal to the dollar amount of the dividend.This calculator assumes that all dividend payments will be reinvested. Money Invested. $. Return Rate. %. Number of Years. Monthly Compounded Dividend Calculator. Dividend Reinvestment is where you reinvest your dividends in the same stock that issues the dividend originally. Use our free dividend calculator to calculate compound return, growth, and By reinvesting dividends and allowing returns to compound, investing a small sum in quality To calculate the value in compounded annually,quarterly or monthly you can select Historical Dividend Data powered by currencypricesforext.com™.