Series 65 Exam Prep and Series 66 Exam Prep - Total Return over the Holding Period
More 65 Exam Practice Test and Questions • Series 65 Exam FREE Practice Tests and Pra... More Series 66 Exam Practice Tests and Questions • Series 66 Exam FREE Practice Tests and Pra... Total return includes capital appreciation plus income. The capital gain realized was $32 per share. The income was $1.00 per share (four quarterly dividends of $0.25) the 1st year, 5% higher the 2nd year ($1.05) and 5% higher each successive year. The total of the dividends received is $5.52. Adding that to the $32, we compute by dividing $37.52 by $50 resulting in a 75% total return.
