I won’t bury the lede: the all time closing high on the S&P 500, adjusted for inflation and reinvested dividends, was on July 15, 2019. Friday’s close (July 19, 2019) was a mere 1.23% below that peak . The S&P 500 Through July 2019 After Christmas Eve 2018 we talked about how the S&P 500 […]
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Bond Yield to Worst Calculator (YTW)
On this page is a bond yield to worst calculator. Depending on the characteristics of a bond and its current market price, it computes the yield to worst – the worst yield you could see between any call features or maturity (but see the note below). Yield to worst is the lower of yield to […]
Bond Yield to Call (YTC) Calculator
On this page is a bond yield to call calculator. It automatically calculates the internal rate of return (IRR) earned on a callable bond assuming it’s called at the first possible time. Importantly, it assumes all payments and coupons are on time (no defaults). Also, find the approximate yield to call formula below. Like with […]
Closed End Fund Total Return Calculator: What would your investment be worth?
On this page is a Closed End Fund return calculator which can automatically compute reinvested dividends. Enter a starting amount and investment dates to estimate the growth of a closed end fund investment. Also, model periodic investments in a CEF by year, month, week, or day. There are over 500 closed end funds in our […]
CAPE, Interest Rates, and Poor Future Returns
Today we’re elated to host this epic guest post from Fat Tailed and Happy, who writes at his eponymous blog. Enjoy! Robert Shiller received a Nobel Prize for linking long term stock returns and valuation. His work has since been proved in numerous economies over the past two centuries. Yet, Shiller’s preferred valuation metric, the […]
Return on Investment (ROI) Calculator
On this page is a return on investment calculator, often abbreviated ROI. Enter a beginning and ending amount and time-frame and we’ll compute your return on investment. Also, we’ll calculate your annual return and absolute investment gain or loss. Return on Investment Calculator Using the Calculator Starting Amount – The initial value of the investment […]
Inflation Expectations in June, 2019
Don’t look now – inflation expectations are getting interesting again. Last year, inflation expectations as measured by the difference between inflation adjusted securities – TIPS – and nominal treasuries floated around 2-2.15% for 5-30 years. As of today, those time-frames predict 1.61% annually over the next 5 years and only up to 1.81% over the […]
Exchange Traded Fund Total Return Calculator: What Would You Have Today? (US)
On this page is an ETF return calculator which automatically computes reinvested dividends. Enter a starting amount and time-frame to estimate the growth of an investment in an Exchange Traded Fund. Additionally, simulate periodic investments into a fund by year, month, week, or day. There are over 2,200 exchange traded funds in our database, accurate […]
Stock Total Return and Dividend Reinvestment Calculator (United States)
Below is a stock return calculator which automatically factors and calculates dividend reinvestment (DRIP). Additionally, you can simulate daily, weekly, monthly, or annual periodic investments into any stock and see your total estimated portfolio value on every date. There are over 4,500 American stocks in the database. Data is accurate to within the last 7 […]
The First Ten Years of DQYDJ
Where were you ten years ago today? Funnily enough, I know where I was – logged into WordPress for the first time, drafting a blog post about HSA arbitrage. That’s right: 10 years ago today on May 24, 2009 DQYDJ published our very first post. The More Things Change… For the last ten years we’ve […]