"What if I invested $10K" Calculator
JPEF — $10,000 invested 2023-07-31
Value Today (dividends reinvested)
$16,429
Total Return
+64.3%
Annualized
+16.51%
Held
3.2 yrs
| Shares bought | 199.76 @ $50.06 |
| Price now | $80.79 (+61.4% price-only) |
| Dividends collected (4 payments) | $240.99 (+2.4% income) |
| Value if dividends taken as cash | $16,380 (+63.8%) |
| Value if dividends reinvested (DRIP) | $16,429 (+64.3%) |
The income return is where preferreds earn their keep — the dividend stream often dwarfs price movement. View JPEF →