RWL YTD Return



Start date: 12/29/2023
End date: 04/24/2024
Start price/share: $85.34
End price/share: $91.05
Starting shares: 117.18
Ending shares: 117.63
Dividends reinvested/share: $0.35
RWL YTD return: 7.10%
Annualized Gain: 22.34%
Starting investment: $10,000.00
Ending investment: $10,710.00


RWL YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Compare RWL YTD return (see YTD Return Meaning) versus benchmarks:

YTD Return S&P
YTD Return Dow
YTD Return Nasdaq 100
YTD Return Russell 2000
YTD Return Gold
YTD Return 10 Year Treasury
YTD Return By Sector
YTD Return on $10,000.00
With Dividends Reinvested Into RWL


Also see: RWL Average Annual Return
RevenueShares Large Cap Fund (the Fund) is an open-end management investment company. The Fund seeks to achieve its investment objective of outperforming the total return performance of the S&P 500 Index (S&P 500) by investing in the constituent securities of the S&P 500 in the same proportions as the RevenueShares Large Cap Index. RevenueShares Large Cap Index is constructed using a rules-driven methodology, which re-weights the constituent securities of the S&P 500 according to the revenue earned by the companies in the S&P 500. As of June 30 2015, the Fund's total assets and investment portfolio totaled $349,563,793 and $348,540,340, respectively. The RWL YTD return is shown above.

The YTD Return on the RWL YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether RWL YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the RWL YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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Oppenheimer ETF Trust - S and P 500 Revenue ETF (RWL) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

RWM YTD Return
RWO YTD Return
RWR YTD Return
RWT YTD Return
RWW YTD Return
RWX YTD Return
RXD YTD Return
RXI YTD Return
RXL YTD Return
RY YTD Return
More Financials companies »

 

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