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Total Returns vs. Price Returns Tool How To Guide​

Subscribe Here - Free 15 Day Trial - $24.99/Month

Main Description
The Total Return vs. Price Return Tool allows a user to enter a single fund and view the performance of that fund with and without dividends and other cash distributions.  The total return includes all cash distributions and dividends, while the price return is without any of cash distributions added.  Therefore the purpose of this tool is to show a user how dividends and other cash distributions will affect the total return of a portfolio.

SETTINGS

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Ticker
Enter the ticker for the fund you want to see the total and price returns for.  The total price is the price including all dividends, the plain price returns is just the price of the stock with no dividends added.
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Start/End Simulation Date
The date values to start and end the simulation.  If the ticker is unavailable for some of the date range entered the behavior will be to only test the dates when the ticker is available.

OUTPUTS

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​The tool outputs fully interactive charts showing day to day equity (not just monthly data), day to day draw down, transitions from stock to cash symbol, a summary of performance, % allocation per symbol, annual/monthly performance table, and a full trade list.

DOWNLOADS

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​Downloads that are available are the day by day strategy equity spreadsheet for both price and total returns (which can be uploaded to any of our portfolio combination tools).  You may also download an HTML report with fully interactive graphs that you can save and send to others.
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CONTACT US / QUESTIONS
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ROTATIONINVEST.COM PROVIDES QUANTITATIVE TOOLS TO FACILITATE RESEARCH AND ANALYSIS OF A WIDE VARIETY OF EXCHANGE TRADE FUNDS (ETFS), STOCKS, AND MUTUAL FUNDS.  CUSTOM BUILD YOUR OWN SECTOR ROTATION, ASSET ALLOCATION, REBALANCED PORTFOLIOS, AND RISK ON RISK OFF STRATEGIES USING OUR BACKTESTING TOOL OR USE OUR PRE-BUILT STRATEGIES AS TEMPLATES FOR YOUR OWN IDEAS.

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For information about retiring and financial planning software please visit:  https://eadvisor.app

Notice: Your use of this site (RotationInvest.com or RotationInvest) is considered equivalent to your signature as evidence of your acceptance of RotationInvest.com's Terms of Use, and Privacy Policy.
RotationInvest.com is not a registered investment advisor and does not provide professional financial or investment advice.
RotationInvest.com is a tool that produces trade signals and backtesting results according to the set of funds and rules provided for analysis.  Any strategies shown including but not limited to the pre-built strategies are only used to highlight what is possible using these tools.
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Privacy Policy
  • Home
  • How To
    • Risk ON Risk OFF Tool
    • Portfolio Rotation
    • Rotation-Momentum Tool
    • Portfolio Builder
    • Screener
    • Adaptive Asset Allocation
    • Portfolio Moving Average and Portfolio Absolute Momentum
    • Portfolio Channel
    • Strategy of Strategy
    • Moving Average
    • Channel Crossover
    • Volatility Target
    • Retirement Tools
    • Total Returns
    • Rolling Research
    • Ratio/Correlation
    • Description of Calculations
  • FAQ
  • Blog
  • Free Rotation Tool
  • Tools - Members Only
  • Contact
  • Login/Manage Account