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Income and Price Returns, Past 10 Years
This chart shows the income and price appreciation of indexes representing various assets over the past 10 years. In many cases the income portion of a return was large enough to overcome price declines and create a positive total return.
The Added Value of Dividend Reinvestment
This chart shows indexes representing the average return of stocks, with and without reinvested dividends, over various holding periods since 1926. Historically, total returns have been significantly higher, especially over longer periods, when including the value of reinvested dividends.
Dividend-Paying Stocks vs. Non-Dividend-Paying Stocks
Compares the growth of an investment in the dividend-paying stocks of the S&P 500 with the non-dividend-paying stocks in the index.
Growth of $1 Invested Since March 31, 1995
This chart shows the potential growth of $1 investments in stocks, bonds, cash, and inflation, assuming that the investments mirrored the performance of their indicated benchmarks.