Realized Return and Return Breakdown

You bought a stock one year ago for $8.88 per share and sold it today for $9.54. It paid a $1.16 per share dividend today.

1. What was your realized return (in %)?

✅ Realized return = (p2 − p1 + div)/p1 × 100 = 20.46%.

2. What percentage of the return came from dividend yield?

✅ Dividend yield = div/p1 × 100 = 13.02%.

3. What percentage of the return came from capital gain?

✅ Capital gain = (p2 − p1)/p1 × 100 = 7.44%.