Financial Calculators

Basis Calculator
Total Return Calculator

Price of Purchase*

*Optional: If price at purchase is left blank, basis calculation will be made based on purchase price on $1.

Consult Your Tax Advisor: This information does not constitute tax advice. It does not purport to be complete or to describe the consequences that may apply to particular categories of shareholders. You should consult a tax advisor regarding the calculation of your tax basis.

Date Range

To

Frequency

Reinvest Dividends

Amount Invested

For a total return percentage, enter date range and amount invested for a desired frequency:

Consult Your Tax Advisor: This information does not constitute tax advice. It does not purport to be complete or to describe the consequences that may apply to particular categories of shareholders. You should consult a tax advisor regarding the calculation of your tax basis.

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