Total Capital Gains Schedule: ANNUAL YearCapital Gains 2012 0.0488 2013 0.0441 2014 0.1216 2015 0.1335 2016 0.0089 2017 0.0524 2018 0.0000 2019 0.0000 2020 0.0150 2021 0.1314 2022 0.0000 2023 0.0000 2024 0.0000 Schedule NameFrequency Distributions MONTHLY Capital Gains ANNUAL 2024 Capital GainsCapital...
Total return is the amount ofvalue an investor earnsfrom a security over a specific period, typically one year when all distributions are reinvested. The total return is expressed as a percentage of the amount invested. For example, a total return of 20% means the security increased by 20% ...
He predicts that the dividend will grow at its recent rate of 4.5% per year into the indefinite future. Which of the following statements is least correct? 选项: A. The dividend yield of the stock is 5.5%. B. The total return of the stock is 14.5%. C. The capital gains yield of t...
Bothdividend yieldandtotal returnare terms used to describe the performance of astockover a certain time period (usually one year), but they reflect different types of performance. Whether equityinvestorsshould focus on income generation, which includes dividend yield, or return is a contested topic...
3 year5 year10 year Standard deviation VTIFX 6.36% 5.39% 4.32% Primary benchmark* 6.12% 5.21% 4.21% Broad-based benchmark 10.86% 9.30% 8.05% Sharpe ratio VTIFX -0.71 -0.43 0.08 Primary benchmark* -0.73 -0.43 0.11 Broad-based benchmark -0.86 -0.55 -0.31 Sortino ratio VTIFX -0.84 -0....
23, 5 and 10 Year Returns are Annualized Recent News No Headlines Available No Headlines Available Top Holdings No Data Available Distributions Income dividendN/A Dividend frequencyMonthly Capital Gain () Capital Gain (YTD) Fund Comparison
Realized/Unrealized gains as of11/30/2024 REALIZED GAINS -$2.40(-1.65%) As of11/30/2024 UNREALIZED GAINS OF NAV $87.25(59.82%) As of11/30/2024 Distributions View up to 10 years of distributions for this fund. EXPORT DATA Distribution schedule:Quarterly | Fiscal year-end date:12/31/2024...
If the P/E multiple declines from 24.9 to 23 over the next five years, it would reduce total returns by 1.6% per year over that time period. The steps to calculate valuation multiple changes are below: Find current price-to-earnings ratio Estimate expected future price-to-earnings ratio Cal...
The complete amount one receives on aninvestment, expressed either as therate of returnor as a dollar figure. One calculates the total return simply by addingcouponsordividendstocapital gains. Farlex Financial Dictionary. © 2012 Farlex, Inc. All Rights Reserved ...
Total returns for periods of less than one year are cumulative. Total return may have been lower in the absence of temporary expense waivers or reimbursements. Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices. The value...