Estimated Income is based off security yield, as reported by custodian.
The basic formula is: Shares * Price * Yield
β
For example, REET. (245 shares)*($27.72/share)(2.34% annual yield) = $158.92 estimated annual income
β
βTotal Return does not include the income generated from the security.
The formula is:
(Ending MV - Net Additions - Beginning MV) / Beginning MV