The Total Return vs. Price Return Tool allows a user to enter a single fund and view the performance of that fund with and without dividends and other cash distributions. The total return includes all cash distributions and dividends, while the price return is without any of cash distributions added. Therefore the purpose of this tool is to show a user how dividends and other cash distributions will affect the total return of a portfolio.
Enter the ticker for the fund you want to see the total and price returns for. The total price is the price including all dividends, the plain price returns is just the price of the stock with no dividends added.
Start/End Simulation Date
The date values to start and end the simulation. If a ticker is unavailable for some of the date range entered the default behavior will be to only test the dates when all tickers are available.
Save Your Settings For Later
At the bottom of the settings area there is a URL, bookmark or save this URL and you will automatically be able to load and save all your settings automatically, without re-entering it every time.
The tool outputs fully interactive charts showing day to day equity (not just monthly data), day to day draw down, transitions from stock to cash symbol, a summary of performance, % allocation per symbol, annual/monthly performance table, and a full trade list.
Downloads that are available are a full trade spreadsheet, day by day strategy equity spreadsheet (which can be uploaded to any of our portfolio combination tools), and a list of settings you used to create the results. You may also download an HTML report with fully interactive graphs that you can save and send to others.