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) | $946.96 | 8.00 (0.82%) | $3,400.53 | 240.05% | 27.73% |
| W.W. Grainger Inc. (GWW) | $1,289.79 | 9.96 (0.78%) | $2,925.86 | 192.59% | 23.95% |
| Abbvie Inc (ABBV) | $276.45 | 6.92 (2.63%) | $2,864.74 | 186.47% | 23.43% |
| Altria Group Inc. (MO) | $71.42 | 4.44 (6.59%) | $2,383.08 | 138.31% | 18.97% |
| Walmart Inc (WMT) | $111.35 | 0.99 (0.95%) | $2,379.67 | 137.97% | 18.93% |
| 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: 4.97 Years (298.33 Total Years / 60 Stocks)
• Current Value of Investments: $79,303.50
• Percent Total Return: +32.17%
• Annualized Return: +5.77%
• Total Amount of Investments: $60,000.00 Summary for 60 Stocks Combined
• Average Years used for Annualized Return: 4.97 Years (298.33 Total Years / 60 Stocks)
• Current Value of Investments: $79,303.50
• Percent Total Return: +32.17%
• Annualized Return: +5.77%
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%