The formula to calculate the Total Stock Return (TSR) is:
\[ TSR = \frac{(P1 - P0) + D}{P0} \]
Where:
Total Stock Return is the actual rate of return of an investment or a pool of investments over a given evaluation period.
Ending Stock Price is the final price at which a security is traded on a given trading day.
Initial Stock Price is the original purchase price of the security.
Dividend is a distribution of a portion of a company's earnings, decided by the board of directors, to a class of its shareholders.
Let's assume the following values:
Using the formula:
\[ TSR = \frac{(P1 - P0) + D}{P0} \]
Evaluating:
\[ TSR = \frac{(200 - 48.5) + 25}{48.5} \]
The Total Stock Return is 3.63917525773196.
| Initial Stock Price | Ending Stock Price | Dividend | Total Stock Return |
|---|---|---|---|
| 40 | 180 | 20 | 4.000000000000000 |
| 40 | 180 | 25 | 4.125000000000000 |
| 40 | 180 | 30 | 4.250000000000000 |
| 40 | 190 | 20 | 4.250000000000000 |
| 40 | 190 | 25 | 4.375000000000000 |
| 40 | 190 | 30 | 4.500000000000000 |
| 40 | 200 | 20 | 4.500000000000000 |
| 40 | 200 | 25 | 4.625000000000000 |
| 40 | 200 | 30 | 4.750000000000000 |
| 40 | 210 | 20 | 4.750000000000000 |
| 40 | 210 | 25 | 4.875000000000000 |
| 40 | 210 | 30 | 5.000000000000000 |
| 40 | 220 | 20 | 5.000000000000000 |
| 40 | 220 | 25 | 5.125000000000000 |
| 40 | 220 | 30 | 5.250000000000000 |
| 42 | 180 | 20 | 3.761904761904762 |
| 42 | 180 | 25 | 3.880952380952381 |
| 42 | 180 | 30 | 4.000000000000000 |
| 42 | 190 | 20 | 4.000000000000000 |
| 42 | 190 | 25 | 4.119047619047619 |
| 42 | 190 | 30 | 4.238095238095238 |
| 42 | 200 | 20 | 4.238095238095238 |
| 42 | 200 | 25 | 4.357142857142857 |
| 42 | 200 | 30 | 4.476190476190476 |
| 42 | 210 | 20 | 4.476190476190476 |
| 42 | 210 | 25 | 4.595238095238095 |
| 42 | 210 | 30 | 4.714285714285714 |
| 42 | 220 | 20 | 4.714285714285714 |
| 42 | 220 | 25 | 4.833333333333333 |
| 42 | 220 | 30 | 4.952380952380953 |
| 44 | 180 | 20 | 3.545454545454545 |
| 44 | 180 | 25 | 3.659090909090909 |
| 44 | 180 | 30 | 3.772727272727273 |
| 44 | 190 | 20 | 3.772727272727273 |
| 44 | 190 | 25 | 3.886363636363636 |
| 44 | 190 | 30 | 4.000000000000000 |
| 44 | 200 | 20 | 4.000000000000000 |
| 44 | 200 | 25 | 4.113636363636363 |
| 44 | 200 | 30 | 4.227272727272728 |
| 44 | 210 | 20 | 4.227272727272728 |
| 44 | 210 | 25 | 4.340909090909091 |
| 44 | 210 | 30 | 4.454545454545454 |
| 44 | 220 | 20 | 4.454545454545454 |
| 44 | 220 | 25 | 4.568181818181818 |
| 44 | 220 | 30 | 4.681818181818182 |
| 46 | 180 | 20 | 3.347826086956522 |
| 46 | 180 | 25 | 3.456521739130435 |
| 46 | 180 | 30 | 3.565217391304348 |
| 46 | 190 | 20 | 3.565217391304348 |
| 46 | 190 | 25 | 3.673913043478261 |
| 46 | 190 | 30 | 3.782608695652174 |
| 46 | 200 | 20 | 3.782608695652174 |
| 46 | 200 | 25 | 3.891304347826087 |
| 46 | 200 | 30 | 4.000000000000000 |
| 46 | 210 | 20 | 4.000000000000000 |
| 46 | 210 | 25 | 4.108695652173913 |
| 46 | 210 | 30 | 4.217391304347826 |
| 46 | 220 | 20 | 4.217391304347826 |
| 46 | 220 | 25 | 4.326086956521739 |
| 46 | 220 | 30 | 4.434782608695652 |
| 48 | 180 | 20 | 3.166666666666667 |
| 48 | 180 | 25 | 3.270833333333333 |
| 48 | 180 | 30 | 3.375000000000000 |
| 48 | 190 | 20 | 3.375000000000000 |
| 48 | 190 | 25 | 3.479166666666667 |
| 48 | 190 | 30 | 3.583333333333333 |
| 48 | 200 | 20 | 3.583333333333333 |
| 48 | 200 | 25 | 3.687500000000000 |
| 48 | 200 | 30 | 3.791666666666667 |
| 48 | 210 | 20 | 3.791666666666667 |
| 48 | 210 | 25 | 3.895833333333333 |
| 48 | 210 | 30 | 4.000000000000000 |
| 48 | 220 | 20 | 4.000000000000000 |
| 48 | 220 | 25 | 4.104166666666667 |
| 48 | 220 | 30 | 4.208333333333333 |
| 50 | 180 | 20 | 3.000000000000000 |
| 50 | 180 | 25 | 3.100000000000000 |
| 50 | 180 | 30 | 3.200000000000000 |
| 50 | 190 | 20 | 3.200000000000000 |
| 50 | 190 | 25 | 3.300000000000000 |
| 50 | 190 | 30 | 3.400000000000000 |
| 50 | 200 | 20 | 3.400000000000000 |
| 50 | 200 | 25 | 3.500000000000000 |
| 50 | 200 | 30 | 3.600000000000000 |
| 50 | 210 | 20 | 3.600000000000000 |
| 50 | 210 | 25 | 3.700000000000000 |
| 50 | 210 | 30 | 3.800000000000000 |
| 50 | 220 | 20 | 3.800000000000000 |
| 50 | 220 | 25 | 3.900000000000000 |
| 50 | 220 | 30 | 4.000000000000000 |
| 52 | 180 | 20 | 2.846153846153846 |
| 52 | 180 | 25 | 2.942307692307693 |
| 52 | 180 | 30 | 3.038461538461538 |
| 52 | 190 | 20 | 3.038461538461538 |
| 52 | 190 | 25 | 3.134615384615385 |
| 52 | 190 | 30 | 3.230769230769231 |
| 52 | 200 | 20 | 3.230769230769231 |
| 52 | 200 | 25 | 3.326923076923077 |
| 52 | 200 | 30 | 3.423076923076923 |
| 52 | 210 | 20 | 3.423076923076923 |
| 52 | 210 | 25 | 3.519230769230769 |
| 52 | 210 | 30 | 3.615384615384615 |
| 52 | 220 | 20 | 3.615384615384615 |
| 52 | 220 | 25 | 3.711538461538462 |
| 52 | 220 | 30 | 3.807692307692307 |
| 54 | 180 | 20 | 2.703703703703704 |
| 54 | 180 | 25 | 2.796296296296296 |
| 54 | 180 | 30 | 2.888888888888889 |
| 54 | 190 | 20 | 2.888888888888889 |
| 54 | 190 | 25 | 2.981481481481481 |
| 54 | 190 | 30 | 3.074074074074074 |
| 54 | 200 | 20 | 3.074074074074074 |
| 54 | 200 | 25 | 3.166666666666667 |
| 54 | 200 | 30 | 3.259259259259259 |
| 54 | 210 | 20 | 3.259259259259259 |
| 54 | 210 | 25 | 3.351851851851852 |
| 54 | 210 | 30 | 3.444444444444445 |
| 54 | 220 | 20 | 3.444444444444445 |
| 54 | 220 | 25 | 3.537037037037037 |
| 54 | 220 | 30 | 3.629629629629630 |
| 56 | 180 | 20 | 2.571428571428572 |
| 56 | 180 | 25 | 2.660714285714286 |
| 56 | 180 | 30 | 2.750000000000000 |
| 56 | 190 | 20 | 2.750000000000000 |
| 56 | 190 | 25 | 2.839285714285714 |
| 56 | 190 | 30 | 2.928571428571428 |
| 56 | 200 | 20 | 2.928571428571428 |
| 56 | 200 | 25 | 3.017857142857143 |
| 56 | 200 | 30 | 3.107142857142857 |
| 56 | 210 | 20 | 3.107142857142857 |
| 56 | 210 | 25 | 3.196428571428572 |
| 56 | 210 | 30 | 3.285714285714286 |
| 56 | 220 | 20 | 3.285714285714286 |
| 56 | 220 | 25 | 3.375000000000000 |
| 56 | 220 | 30 | 3.464285714285714 |
| 58 | 180 | 20 | 2.448275862068965 |
| 58 | 180 | 25 | 2.534482758620690 |
| 58 | 180 | 30 | 2.620689655172414 |
| 58 | 190 | 20 | 2.620689655172414 |
| 58 | 190 | 25 | 2.706896551724138 |
| 58 | 190 | 30 | 2.793103448275862 |
| 58 | 200 | 20 | 2.793103448275862 |
| 58 | 200 | 25 | 2.879310344827586 |
| 58 | 200 | 30 | 2.965517241379310 |
| 58 | 210 | 20 | 2.965517241379310 |
| 58 | 210 | 25 | 3.051724137931035 |
| 58 | 210 | 30 | 3.137931034482758 |
| 58 | 220 | 20 | 3.137931034482758 |
| 58 | 220 | 25 | 3.224137931034483 |
| 58 | 220 | 30 | 3.310344827586207 |
| 60 | 180 | 20 | 2.333333333333333 |
| 60 | 180 | 25 | 2.416666666666667 |
| 60 | 180 | 30 | 2.500000000000000 |
| 60 | 190 | 20 | 2.500000000000000 |
| 60 | 190 | 25 | 2.583333333333333 |
| 60 | 190 | 30 | 2.666666666666667 |
| 60 | 200 | 20 | 2.666666666666667 |
| 60 | 200 | 25 | 2.750000000000000 |
| 60 | 200 | 30 | 2.833333333333333 |
| 60 | 210 | 20 | 2.833333333333333 |
| 60 | 210 | 25 | 2.916666666666667 |
| 60 | 210 | 30 | 3.000000000000000 |
| 60 | 220 | 20 | 3.000000000000000 |
| 60 | 220 | 25 | 3.083333333333333 |
| 60 | 220 | 30 | 3.166666666666667 |