Formulas
Quiz yourself by thinking what should be in
each of the black spaces below before clicking
on it to display the answer.
Help
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| To Calculate Dividend Yield (Current Yield for Stocks) | Annual Dividend / Current Market Price | ||||
| To calculate Current Yield (Bonds) | Annual Interest / Current Market Price | ||||
| To calculate Number of Shares Received Upon Conversion | Par Value / Conversion Price | ||||
| To calculate Parity | Bond Market Value / Number of Shares on Conversion | ||||
| To calculate Tax-Free or Municipal Equivalent Yield | Corporate Rate x (100%-Tax Bracket) | ||||
| To calculate Taxable Corporate Equivalent Yield | Municipal Rate /(100%-tax-Bracket) | ||||
| To calculate NAV per share of a Mutual Fund | Fund Net Assets / Number of Shares Outstanding | ||||
| To calculate Sales Charger Percentage | POP - NAV/POP | ||||
| To calculate Public Offering Price (POP) | NAV per share /(100%-Sales Charge Percentage) | ||||
| To calculate Public Offering Price (POP) | NAV + Sales Charge | ||||
| To calculate Average Market Price per Share | Total of Share Prices / Number of Investments | ||||
| To calculate Dollar Cost Average per Share | Total Dollars Invested / Number of Shares Purchased | ||||
| To calculate Number of Outstandig Shares | Issued Shares - Treasury Shares | ||||
| To calculate Shareholder's Equity | Assets - Liabilities | ||||
| To calculate Capital Gain or Loss | Sales Proceeds - Cost Basis |
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Created by:
coderman
on 2011-06-13