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Charting and Performance Question?
Old 06-19-2005, 06:38 PM   #1
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Charting and Performance Question?

I have a basic question.* When you look at a chart of the S&P index historical performance (for example at yahoo finance), how are dividends handled?* In calculating long term performance, are they reinvested or simply distributed in cash.* When looking at an marketable index fund/ ETF, are the funds distributions considered reinvested or delivered in cash.* Thanks.

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Re: Charting and Performance Question?
Old 06-19-2005, 06:44 PM   #2
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Re: Charting and Performance Question?

If you download historical prices to a spreadsheet & figure returns according to the adjusted close. The adjusted close accounts for dividends.
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Re: Charting and Performance Question?
Old 06-20-2005, 06:28 AM   #3
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Re: Charting and Performance Question?

Thanks for the reply.* I am still trying to get it.* Say we have two investors who own the same S&P index fund.* Investor A reinvests the distributions back into the fund.* Investor B takes his distributions in cash.* Which investor tracks the S&P historical performance chart the closest?*
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Re: Charting and Performance Question?
Old 06-20-2005, 05:20 PM   #4
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Re: Charting and Performance Question?

I believe most historical return data for the S&P includes dividends. The one that reinvests assuming no other variables will do better.
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Re: Charting and Performance Question?
Old 06-20-2005, 08:18 PM   #5
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Re: Charting and Performance Question?

Thanks!
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