Preferred Stock Calculator

What is the actual rate of return on a preferred stock investment? Are you considering the annualized rate of return? Are you considering the yield to worst rate of return?

This calculator is essential when comparing preferred shares that you are evaluating, because all rates of return are computed.

Many preferred shares may be called by the issuer. This calculator computes the yield to worst rate of return which is arguably more important than the simple rate of return.

Are you factoring in dividends, commissions, and taxes? These lower or raise your actual rate of return. This calculator gives you a very accurate, true indication of how a preferred stock is performing as an investment.

You can subtract commission costs, add dividends, subtract capital gain tax, subtract dividend tax, and/or add call option premiums when computing returns.