Non-Growth Stock Calculator

Estimate returns for a stock with flat price and a dividend yield. You can also enter a small price drift if desired.

Shares

Current Price per Share

Dividend Yield (%)

Assumes yield applied to the (mostly) flat price each year.

Annual Price Drift (%)

Optional small price change assumption (leave 0 for flat price).

Holding Period (years)

Use fractional years if needed (e.g., 2.5).

Ending Price per Share:

Ending Portfolio Value (price only):

Estimated Dividends Collected:

Total Gain (price + dividends):

Total Return:

Annualized Return (CAGR):