A | B | C | D | E | F | G | |
---|---|---|---|---|---|---|---|
1 | 18.5 yr investment of $200/mo | 18.5 yr Total Return | Annualized Total Return | Current Annual Yield | Annual Yield/$44400 Investment | ||
2 | TICKER | ||||||
3 | 1 | WMT | 44400 | 94935.72 | 0.066 | 2629.61 | 0.059 |
4 | 2 | JNJ | 44400 | 108665.25 | 0.076 | 3824.59 | 0.086 |
5 | 3 | NEE | 44400 | 109571.06 | 0.077 | 4363.02 | 0.098 |
6 | 4 | PG | 44400 | 97258.71 | 0.068 | 3321.57 | 0.075 |
7 | 5 | KO | 44400 | 85850.67 | 0.059 | 2373.16 | 0.053 |
8 | |||||||
9 | Mean (n = 5) | 44400 | 133901.43 | 0.069 | 3551.68 | 0.074 | |
10 | |||||||
11 | SPY | 44400 | 75599.9 | 0.049 | 1468.39 | 0.033 | |
12 | |||||||
13 | INFLATION | 0.025 | |||||
14 | |||||||
15 | Bond Fund | PRCIX | 44400 | 80869.88 | 0.054 | 2814.27 | 0.063 |
16 |