Investment Tracking

Yield on Cost Calculator

See how your effective dividend yield grows as companies raise their payouts

New to this calculator? Read the step-by-step guide

Original Yield

3%

When you bought

Yield on Cost

7.19%

After 15 years

Annual Income

$719

From $10,000 invested

Yield Increase

2.4x

Higher than original

Your Investment

$10,000
3%

The yield when you first purchased

6%

Dividend Aristocrats avg ~6%

15 years

Example Stocks

Yield on Cost Over Time

Year 2
3.4%
$337
Year 4
3.8%
$379
Year 6
4.3%
$426
Year 8
4.8%
$478
Year 10
5.4%
$537
Year 12
6.0%
$604
Year 14
6.8%
$678
Year 15
7.2%
$719
Yield on Cost %Annual Income

Total Dividends Received

$7,402

Over 15 years

Dividend Payback

74%

Of original investment returned as dividends

Year-by-Year Breakdown

YearDividend/ShareAnnual IncomeYield on CostCumulative
1$1.06$3183.18%$318
2$1.12$3373.37%$655
3$1.19$3573.57%$1,012
4$1.26$3793.79%$1,391
5$1.34$4014.01%$1,793
10$1.79$5375.37%$4,191
15$2.40$7197.19%$7,402

What is Yield on Cost?

Yield on Cost (YoC) measures your dividend yield based on your original purchase price, not the current stock price. As companies raise their dividends, your YoC increases even though you paid the same price.

YoC = (Current Annual Dividend / Original Purchase Price) × 100

A stock bought at 3% yield with 7% annual dividend growth will have a 10.5% YoC after 20 years—more than triple the original yield!

Start Building Your Yield on Cost

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