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Fund Facts
Top Holdings
Total Return vs SPY
What am I looking at?
Most charts plot price alone. This one adds the two things price leaves out:
- Reinvested income. Dividends and distributions are treated as buying more shares. For an income holding that is most of the long-run return, and it is invisible on a price chart: a bond fund can pay you well while its price drifts down, so the price line falls and you still made money.
- Inflation. Prices rise, so the same dollar buys less each year. Values are restated in today's dollars, which is what the Real setting means. Switch to Nominal to see the raw figures your brokerage would show.
Put together, the line answers a purchasing-power question rather than a price question. Two consequences worth knowing:
- On Real, a flat line means you exactly kept up with inflation, and a falling line means you lost buying power even if the price went up. Plain cash would slope steadily downward here: the number of dollars never changes while prices climb.
- Real figures are deliberately lower than the returns quoted elsewhere. Nothing is missing; the inflation has been taken out.
Educational only, not investment advice. Past performance says nothing about future results.
Where the Return Came From
Monthly Returns
Total return including reinvested distributions. Shaded by size of move.
Analyst Forecast
Price Target vs Actual
Financials
Revenue by Segment
Dividend Safety
Dashed lines are widely-cited general guidelines, not verdicts — the right level varies by sector. Built from SEC filings; there are no forward estimates, so the last bar is the trailing twelve months.
Returns on Capital
How They Make Money
No visuals yet. Add the latest "how they make money" graphic when it drops.
Is a stock cheap or expensive?
Type a US ticker to chart its price against a fair-value band, built from its own 5-year average P/E ratio or dividend yield.