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Investment Calculator

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Calculate Current Value and Shares Since: September 25, 2013
Investment Date: Original Shares: Original Value: Current Shares: Current Value: Percent Return:
Sep 25, 2013 100 $ 1,880.00 166 $ 1,521.03 -19.09%

Investment of $  1,880.00 on Sep 25, 2013 would yield $  1,521.03 today

Adjustments
Date Reason Factor Shares Price Value %
Sep 25, 2013 Initial Investment 100 18.80 $1,880.00 0.00%
Dec 6, 2013 Dividend 0.470 102 19.80 $2,027.00 7.82%
Mar 12, 2014 Dividend 0.470 104 19.63 $2,057.71 9.45%
Jun 5, 2014 Dividend 0.470 107 18.07 $1,943.45 3.38%
Sep 10, 2014 Dividend 0.470 110 18.62 $2,053.16 9.21%
Oct 20, 2014 Dividend 0.157 111 17.92 $1,993.25 6.02%
Nov 19, 2014 Dividend 0.157 112 18.75 $2,103.00 11.86%
Dec 17, 2014 Dividend 0.157 113 18.01 $2,037.58 8.38%
Jan 20, 2015 Dividend 0.157 114 18.36 $2,094.90 11.43%
Feb 18, 2015 Dividend 0.157 115 18.75 $2,157.28 14.75%
Mar 19, 2015 Dividend 0.050 116 18.66 $2,170.76 15.47%
Mar 19, 2015 Dividend 0.157 116 18.66 $2,170.76 15.47%
Apr 21, 2015 Dividend 0.157 117 17.72 $2,085.50 10.93%
Apr 21, 2015 Dividend 0.050 117 17.72 $2,085.50 10.93%
May 19, 2015 Dividend 0.157 119 17.06 $2,032.21 8.10%
May 19, 2015 Dividend 0.050 119 17.06 $2,032.21 8.10%
Jun 18, 2015 Dividend 0.157 120 16.52 $1,992.56 5.99%
Jun 18, 2015 Dividend 0.050 120 16.52 $1,992.56 5.99%
Jul 21, 2015 Dividend 0.157 122 15.90 $1,942.77 3.34%
Jul 21, 2015 Dividend 0.050 122 15.90 $1,942.77 3.34%
Aug 19, 2015 Dividend 0.157 123 14.78 $1,831.24 (2.59%)
Aug 19, 2015 Dividend 0.050 123 14.78 $1,831.24 (2.59%)
Sep 21, 2015 Dividend 0.157 125 13.45 $1,692.14 (9.99%)
Sep 21, 2015 Dividend 0.050 125 13.45 $1,692.14 (9.99%)
Oct 21, 2015 Dividend 0.157 127 13.77 $1,758.47 (6.46%)
Oct 21, 2015 Dividend 0.050 127 13.77 $1,758.47 (6.46%)
Nov 18, 2015 Dividend 0.157 129 13.58 $1,760.68 (6.35%)
Nov 18, 2015 Dividend 0.050 129 13.58 $1,760.68 (6.35%)
Dec 18, 2015 Dividend 0.157 131 11.95 $1,576.23 (16.16%)
Dec 18, 2015 Dividend 0.050 131 11.95 $1,576.23 (16.16%)
Jan 20, 2016 Dividend 0.157 133 10.17 $1,362.11 (27.55%)
Feb 17, 2016 Dividend 0.157 135 10.68 $1,451.41 (22.80%)
Mar 18, 2016 Dividend 0.157 137 11.58 $1,595.01 (15.16%)
Apr 20, 2016 Dividend 0.157 139 13.86 $1,930.64 2.69%
May 19, 2016 Dividend 0.157 140 13.24 $1,866.10 (0.74%)
Jun 17, 2016 Dividend 0.157 142 13.80 $1,967.12 4.63%
Jul 20, 2016 Dividend 0.157 144 14.68 $2,114.89 12.49%
Aug 18, 2016 Dividend 0.157 145 15.29 $2,225.35 18.37%
Sep 20, 2016 Dividend 0.157 147 14.49 $2,131.72 13.39%
Oct 19, 2016 Dividend 0.130 148 13.28 $1,972.83 4.94%
Nov 17, 2016 Dividend 0.130 150 11.99 $1,800.51 (4.23%)
Dec 19, 2016 Dividend 0.130 151 13.39 $2,030.27 7.99%
Jan 18, 2017 Dividend 0.130 153 13.89 $2,125.79 13.07%
Feb 15, 2017 Dividend 0.130 154 14.39 $2,222.21 18.20%
Mar 21, 2017 Dividend 0.130 155 14.19 $2,211.40 17.63%
Apr 17, 2017 Dividend 0.130 157 14.06 $2,211.40 17.63%
May 19, 2017 Dividend 0.130 158 13.61 $2,161.07 14.95%
Jun 19, 2017 Dividend 0.130 160 13.57 $2,175.36 15.71%
Jul 19, 2017 Dividend 0.130 161 13.31 $2,154.52 14.60%
Aug 21, 2017 Dividend 0.130 164 8.83 $1,450.37 (22.85%)
Sep 19, 2017 Dividend 0.130 166 9.12 $1,519.36 (19.18%)
Oct 16, 2017 Current Investment 166 9.13 $1,521.03 (19.09%)

The Investment Calculator page and related information is provided by Mergent, a third party service. Capitala Finance does not maintain this page and is not responsible for the accuracy, completeness or timeliness of the information. The results are for illustrative purposes only and should not be relied on for investment purposes. The timing and price of dividend reinvestments, taxes, commissions and other factors may affect the values shown. Please note that historical investment performance is not intended to indicate future performance.

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