Investing

best financial site to get total performance [including dividends]

  • Last Updated:
  • Jun 28th, 2020 1:13 pm
[OP]
Newbie
Aug 2, 2013
31 posts
Mississauga

best financial site to get total performance [including dividends]

hello
I am trying to find out XIU average stock performance including dividends for the last 10 years.
Many free websites list it as: Yahoo finance [5.8] MorningStar Canada [6.07] for the last 10 years.
Is that including dividends?

https://finance.yahoo.com/quote/XIU.TO/performance/
https://www.morningstar.ca/ca/report/et ... lang=en-CA

Thanks
8 replies
Sr. Member
Oct 31, 2009
570 posts
101 upvotes
BassimS016 wrote: hello
I am trying to find out XIU average stock performance including dividends for the last 10 years.
Many free websites list it as: Yahoo finance [5.8] MorningStar Canada [6.07] for the last 10 years.
Is that including dividends?

https://finance.yahoo.com/quote/XIU.TO/performance/
https://www.morningstar.ca/ca/report/et ... lang=en-CA

Thanks
Morningstar works well for me.
Deal Addict
User avatar
May 11, 2014
4098 posts
4432 upvotes
Iqaluit, NU
XIU is an ETF, not a stock. Make sure to use this distinction. ETFs also do not pay dividends, but distributions.

The reason mentioning ETFs is important is that it is much easier to do this by going to the ETF website itself. Blackrock iShares has the best version of this.

For XIU
https://www.blackrock.com/ca/individual ... -index-etf

Click on "Growth of hypothetical $10000" and you can put the exact date range and see the total return.

10 years as of Jun 25, 2020 is 80.31% (see attached picture)
10.JPG
Support your local Credit Union!

Sask Pension Plan Upto $6300/yr in Credit Card spending on RRSP contributions
http://forums.redflagdeals.com/sask-pen ... ns-2167222
[OP]
Newbie
Aug 2, 2013
31 posts
Mississauga
thanks guys for all the wonderful information. I appreciate it.
So, over 10 years Xiu return including distribution is about 8% a year. Is there any other Canadian ETF out there with better returns?
Thanks.
Newbie
Feb 8, 2017
14 posts
9 upvotes
Penticton
Not really 8% compounded 10 years would be about 113% return.
XIU is around 6%...pretty bad.
[OP]
Newbie
Aug 2, 2013
31 posts
Mississauga
I think performance is not compounding, which is around 6% each year for 10 years. Only the distribution is compounding which currently is 3%. Am I correct?
Thanks
Deal Addict
User avatar
May 11, 2014
4098 posts
4432 upvotes
Iqaluit, NU
BassimS016 wrote: I think performance is not compounding, which is around 6% each year for 10 years. Only the distribution is compounding which currently is 3%. Am I correct?
Thanks
No, both the return and distribution are "compounded". If a fund goes up by 6% per year (with no distributions), that 6% return is also compounded the year after. Remember you can't treat return like interest/dividend/distribution, but when funds calculate return, we have to treat it like interest when it comes to return calculation.
If someone invests $100 vs someone who invests $106 in the same fund at the same time, the percent return s the same, but the overall return is different. Similarly if your fund grows exactly 6% the year before and the year following, the 6% is also calculated on the return you received as well.

The hypothetical return on investment on fund pages always assumes you reinvest the entire distribution and the entire return including these distribution compounds base on the return value provided.
Support your local Credit Union!

Sask Pension Plan Upto $6300/yr in Credit Card spending on RRSP contributions
http://forums.redflagdeals.com/sask-pen ... ns-2167222

Top