Income Balance
sym yld avg dists CAGR income cur CAGR balance cur tags
Column Definitions
SYM
The stock ticker symbol for the Closed-End Fund (CEF).
YLD
Current distribution yield. Green ↑ indicates yield is above the fund's historical average.
AVG
The historical average yield for this fund over its lifetime.
DISTS
Mini chart showing annual distribution history from past to present, visualizing payout trends over time.
INCOME
Compound Annual Growth Rate of income generated over 5Y, 10Y, 15Y periods, assuming dividend reinvestment (DRIP). The CUR column shows what you'd be getting today had you done this.
BALANCE
Compound Annual Growth Rate of total portfolio value over 5Y, 10Y, 15Y periods with dividend reinvestment. The CUR column shows what your balance would be today had you done this.
TAGS
Clickable filter tags to show only CEFs matching specific categories or characteristics.