Calculator/UPS/Total Return

UPS Total Return Analyzer

United Parcel Service, Inc. — See your real returns after distributions and NAV changes. Real yield: 6.8% (headline: 6.5%).

Price:$101.61

Headline Yield:6.5%

Real Yield:6.8%

NAV Change (1Y):+5.2%

UPS Total Return Analyzer

Investment Amount

Purchase Date

Reinvest?

Your REAL Return

+12.1%

+$1,205.47

Distributions Received

$679.37

4 payments

NAV Change

+5.3%

+$526.10

Current Value

$11.2K

103.56 shares @ $101.64

Yield Reality Check

Headline yield vs actual yield after NAV change

Headline

6.5%

→

Real

6.8%

Distributions vs NAV — UPS

Blue = share value, green bars = cumulative distributions, green line = total value, dashed = original investment.