Performance Chart

The Performance Chart is found under the Performance tab located next to the Historical tab. This chart gives you a deeper look into stock performance over the selected timeframe and compares it to the S&P 500 over that exact timeframe.

Click here to learn more about the Historical Graph.

There are three sections you will find on the Performance Chart:

  • Stock Price Results
  • Dividend Cash Flow
  • Total Performance
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Dividend Cash Flow

The Dividend Cash Flow section is made up of seven columns displaying different important information regarding dividends (if the stock has any). From left to right, these columns are:

  • End of Fiscal Year Date
  • Dividends Paid Per Share for that year
  • Dividend Year-over-Year Growth
  • Dividend Payout Ratio according to the selected metric
  • End of Period number of shares
  • The amount of dividends paid on the investment
  • The Yield-on-Cost of the investment

This calculation is different from dividend yield. The yield on Cost represents the dividend yield on the actual cost of the investment and can grow substantially each year.

Any row with asterisks means these numbers are quarterly numbers and not fiscal numbers. This case will be apparent when the end date is the current fiscal year that hasn’t ended yet.

Total Performance

The Total Performance section provides all of the relevant final performance calculations for the selected timeframe. In this section you will find:

  • Dividend Growth Rate: Average Growth and Compound Annual Growth (CAGR)
  • Stock Performance vs SPDR S&P 500 ETF Trust (SPY) Performance over the same timeframe