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Total Return vs Estimated Income
Total Return vs Estimated Income
Chelsea Flood avatar
Written by Chelsea Flood
Updated over a week ago

Estimated Income is based off security yield, as reported by custodian.

The basic formula is: Shares * Price * Yield
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For example, REET. (245 shares)*($27.72/share)(2.34% annual yield) = $158.92 estimated annual income
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​Total Return does not include the income generated from the security.

The formula is:
(Ending MV - Net Additions - Beginning MV) / Beginning MV

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