"What if I invested $10K" Calculator
SCHW-P-J — $10,000 invested 2021-06-01
Value Today (dividends reinvested)
$7,983
Total Return
-20.2%
Annualized
-4.08%
Held
5.4 yrs
| Shares bought | 383.29 @ $26.09 |
| Price now | $15.63 (-40.1% price-only) |
| Dividends collected (21 payments) | $2,239.65 (+22.4% income) |
| Value if dividends taken as cash | $8,230 (-17.7%) |
| Value if dividends reinvested (DRIP) | $7,983 (-20.2%) |
The income return is where preferreds earn their keep — the dividend stream often dwarfs price movement. View SCHW-P-J →