"What if I invested $10K" Calculator
SCHW-P-J — $10,000 invested 2021-06-01
Value Today (dividends reinvested)
$8,304
Total Return
-17.0%
Annualized
-3.45%
Held
5.3 yrs
| Shares bought | 383.29 @ $26.09 |
| Price now | $16.26 (-37.7% price-only) |
| Dividends collected (21 payments) | $2,239.65 (+22.4% income) |
| Value if dividends taken as cash | $8,472 (-15.3%) |
| Value if dividends reinvested (DRIP) | $8,304 (-17.0%) |
The income return is where preferreds earn their keep — the dividend stream often dwarfs price movement. View SCHW-P-J →