"What if I invested $10K" Calculator
SOJC — $10,000 invested 2021-06-01
Value Today (dividends reinvested)
$9,239
Total Return
-7.6%
Annualized
-1.45%
Held
5.4 yrs
| Shares bought | 378.07 @ $26.45 |
| Price now | $18.20 (-31.2% price-only) |
| Dividends collected (21 payments) | $2,604.92 (+26.0% income) |
| Value if dividends taken as cash | $9,486 (-5.1%) |
| Value if dividends reinvested (DRIP) | $9,239 (-7.6%) |
The income return is where preferreds earn their keep — the dividend stream often dwarfs price movement. View SOJC →