Total and Annualized Returns for Dividend Kings
Here is a table of returns for the Dividend Kings. Dividend information is from Alpha Vantage as of October 3, 2026.
Portfolio Components Performance
| Stock Name, Symbol & Link to Return Info | Current Stock Price | Annual Dividend & Yield | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|
| Parker-Hannifin Corp. (PH) | $900.73 | 8.00 (0.82%) | $3,165.97 | 216.60% | 26.41% |
| Abbvie Inc (ABBV) | $286.39 | 6.92 (2.63%) | $2,970.06 | 197.01% | 24.78% |
| W.W. Grainger Inc. (GWW) | $1,342.72 | 9.96 (0.78%) | $2,920.14 | 192.01% | 24.35% |
| Nucor Corp. (NUE) | $271.79 | 2.24 (0.93%) | $2,750.54 | 175.05% | 22.85% |
| Walmart Inc (WMT) | $119.32 | 0.99 (0.95%) | $2,709.37 | 170.94% | 22.47% |
| If a stock does not have 5 years of prices, all available monthly prices are used for return computations. All computations are based on the latest monthly split and dividend adjusted closes from Alpha Vantage. | |||||
Combined Portfolio Performance Summary:
• Total Amount of Investments: $60,000.00 Summary for 60 Stocks Combined
• Average Years used for Annualized Return: 4.89 Years (293.42 Total Years / 60 Stocks)
• Current Value of Investments: $83,942.30
• Percent Total Return: +39.90%
• Annualized Return: +7.11%
• Total Amount of Investments: $60,000.00 Summary for 60 Stocks Combined
• Average Years used for Annualized Return: 4.89 Years (293.42 Total Years / 60 Stocks)
• Current Value of Investments: $83,942.30
• Percent Total Return: +39.90%
• Annualized Return: +7.11%
Historical Valuation Charts
Investment Growth Summary for ---:
• Initial Investment: $1,000.00 made on ---
• Split/Dividend Adjusted Purchase Price: $0.00
• Current Valuation Date: ---
• Current Month Adjusted Close Price: $0.00
• Current Value of Investment: $0.00
• Percent Total Return: 0.00%
• Annualized Return: 0.00%
• Initial Investment: $1,000.00 made on ---
• Split/Dividend Adjusted Purchase Price: $0.00
• Current Valuation Date: ---
• Current Month Adjusted Close Price: $0.00
• Current Value of Investment: $0.00
• Percent Total Return: 0.00%
• Annualized Return: 0.00%