Personal Finance & Money Asked on June 4, 2021
I am a beginner trying to teach myself investing. I have read that it is important to look at the total rate of return for the stock when evaluating it (1, 3, 5 years). I understand the logic behind this but can’t find this information readily available on common financial websites (Yahoo finance, Morningstar).
Am I looking in the wrong place or is this info not readily available and I therefore have to do math by myself for the stock I am researching?
Just MHO (which should be a comment, but is too long, so I made it a Community Wiki) but a beginner should not invest in individual stocks.
Mutual funds and ETFs (essentially mutual funds that act like stocks)
You can then then break down that growth into 1, 3 and 5 year segments. (Some math is required, but it's a single simple formula, and -- once it's in your spreadsheet you never have to type it in again.)
Answered by RonJohn on June 4, 2021
It may exist but I do not know of any web sites that provide the one, five and ten year return for any stock of your choosing.
You can create a spreadsheet that does this but you'd have to capture historical data as well as the dividend dates and amounts and that would be quite onerous.
In lieu of the above, I think that the best approach would be a DRIP calculator. Enter the stock symbol as well as the beginning and end dates and it will provide the following stats for a $10k investment:
If the stock pays a dividend, it will provide two such sets of stats:
Answered by Bob Baerker on June 4, 2021
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