Financial Calculators

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Basis Calculator
Total Return Calculator

Date of Purchase

Price of Purchase*

*Optional: If price at purchase is left blank, basis calculation will be made based on purchase price on $1.

For a split adjustment share price, enter the original stock price and date of purchase

Consult Your Tax Advisor: This information does not constitute tax advice. It does not purport to be complete or to describe the consequences that may apply to particular categories of shareholders. You should consult a tax advisor regarding the calculation of your tax basis.

Date Range

To

Frequency

Reinvest Dividends

Amount Invested

For a total return percentage, enter date range and amount invested for a desired frequency:

Consult Your Tax Advisor: This information does not constitute tax advice. It does not purport to be complete or to describe the consequences that may apply to particular categories of shareholders. You should consult a tax advisor regarding the calculation of your tax basis.